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 | $43,653 | $58,208-25.0% | $81,812-46.6% | $80,856-46.0% |
| Participation rate | 17.9% | 63.4%-45.6pp | 72.3%-54.5pp | 67.6%-49.8pp |
| Annual return | 7.43% | 41.66%-34.2pp | 773.79%-766.4pp | 35.59%-28.2pp |
| Employer contribution / active EE | $605 | $2,340-74.2% | $2,912-79.2% | $2,755-78.0% |
| Participant deferral / active EE | $1,375 | $3,281-58.1% | $4,319-68.2% | $4,296-68.0% |
| Admin fee / account holder | $10,122 | $4,981+103.2% | $7,386+37.0% | $6,918+46.3% |