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 | $55,517 | $106,890-48.1% | $84,015-33.9% | $152,861-63.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.4%-25.3pp |
| Annual return | 1.51% | 104.99%-103.5pp | 71.31%-69.8pp | 345.32%-343.8pp |
| Employer contribution / active EE | $733 | $2,734-73.2% | $1,983-63.0% | $4,762-84.6% |
| Participant deferral / active EE | $2,408 | $4,011-40.0% | $3,239-25.6% | $5,850-58.8% |
| Admin fee / account holder | $506 | $8,285-93.9% | $6,101-91.7% | $11,596-95.6% |