See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,104 | $49,173+38.5% | $121,098-43.8% | $75,163-9.4% |
| Participation rate | 47.5% | 55.4%-7.9pp | 69.5%-22.0pp | 67.2%-19.7pp |
| Annual return | 10.11% | 55.99%-45.9pp | 985.75%-975.6pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,019 | $1,546-34.1% | $4,164-75.5% | $2,670-61.8% |
| Participant deferral / active EE | $1,649 | $2,628-37.2% | $4,080-59.6% | $4,125-60.0% |
| Admin fee / account holder | $14,028 | $3,942+255.9% | $5,644+148.5% | $5,651+148.2% |