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 | $51,002 | $96,305-47.0% | $80,569-36.7% | $139,434-63.4% |
| Participation rate | 53.3% | 73.6%-20.3pp | 67.0%-13.7pp | 80.3%-27.0pp |
| Annual return | 9.41% | 1350.08%-1340.7pp | 935.43%-926.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $506 | $3,262-84.5% | $2,723-81.4% | $4,751-89.3% |
| Participant deferral / active EE | $3,343 | $5,232-36.1% | $4,447-24.8% | $6,710-50.2% |
| Admin fee / account holder | $2,663 | $6,599-59.6% | $5,377-50.5% | $11,403-76.6% |