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 | $49,500 | $49,922-0.8% | $80,569-38.6% | $75,163-34.1% |
| Participation rate | 43.8% | 55.3%-11.6pp | 67.0%-23.2pp | 67.2%-23.4pp |
| Annual return | 5.10% | 34.69%-29.6pp | 935.43%-930.3pp | 160.62%-155.5pp |
| Employer contribution / active EE | $1,192 | $1,698-29.8% | $2,723-56.2% | $2,670-55.3% |
| Participant deferral / active EE | $3,024 | $2,990+1.1% | $4,447-32.0% | $4,125-26.7% |
| Admin fee / account holder | $11,646 | $3,577+225.6% | $5,377+116.6% | $5,651+106.1% |