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 | $82,552 | $65,561+25.9% | $86,188-4.2% | $75,163+9.8% |
| Participation rate | 62.3% | 60.5%+1.8pp | 69.0%-6.7pp | 67.2%-4.9pp |
| Annual return | 10.86% | 46.05%-35.2pp | 1168.45%-1157.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,092 | $1,553-29.6% | $2,380-54.1% | $2,670-59.1% |
| Participant deferral / active EE | $5,973 | $3,024+97.5% | $3,985+49.9% | $4,125+44.8% |
| Admin fee / account holder | $18,277 | $5,474+233.9% | $6,852+166.8% | $5,651+223.4% |