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 | $25,827 | $58,927-56.2% | $76,817-66.4% | $72,985-64.6% |
| Participation rate | 52.9% | 67.3%-14.4pp | 72.1%-19.1pp | 69.5%-16.5pp |
| Annual return | 13.96% | 2305.64%-2291.7pp | 1166.11%-1152.1pp | 81.00%-67.0pp |
| Employer contribution / active EE | $1,523 | $1,787-14.8% | $2,302-33.8% | $2,440-37.6% |
| Participant deferral / active EE | $2,178 | $2,690-19.1% | $3,336-34.7% | $3,607-39.6% |
| Admin fee / account holder | $3,819 | $4,013-4.8% | $6,420-40.5% | $5,124-25.5% |