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 | $34,223 | $109,817-68.8% | $98,442-65.2% | $167,490-79.6% |
| Participation rate | 46.7% | 75.8%-29.2pp | 73.3%-26.7pp | 82.1%-35.4pp |
| Annual return | 7.82% | 1956.69%-1948.9pp | 1492.73%-1484.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $851 | $3,224-73.6% | $2,960-71.2% | $4,837-82.4% |
| Participant deferral / active EE | $1,489 | $4,673-68.1% | $4,276-65.2% | $6,341-76.5% |
| Admin fee / account holder | $522 | $6,753-92.3% | $5,949-91.2% | $12,309-95.8% |