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 | $35,795 | $115,770-69.1% | $101,248-64.6% | $158,922-77.5% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 4.43% | 56.14%-51.7pp | 46.47%-42.0pp | 302.83%-298.4pp |
| Employer contribution / active EE | $1,192 | $4,175-71.4% | $3,660-67.4% | $4,761-75.0% |
| Participant deferral / active EE | $1,403 | $4,957-71.7% | $4,370-67.9% | $5,982-76.5% |
| Admin fee / account holder | $333 | $7,245-95.4% | $5,945-94.4% | $11,246-97.0% |