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 | $58,783 | $183,519-68.0% | $155,509-62.2% | $145,922-59.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 4.51% | 61.17%-56.7pp | 64.67%-60.2pp | 561.29%-556.8pp |
| Employer contribution / active EE | $2,236 | $5,313-57.9% | $4,672-52.2% | $4,660-52.0% |
| Participant deferral / active EE | $4,620 | $6,462-28.5% | $5,626-17.9% | $6,688-30.9% |
| Admin fee / account holder | $26,971 | $19,313+39.7% | $15,912+69.5% | $13,397+101.3% |