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 | $69,699 | $74,888-6.9% | $71,209-2.1% | $142,382-51.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 0.05% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.0pp |
| Employer contribution / active EE | $1,880 | $2,854-34.1% | $2,721-30.9% | $4,299-56.3% |
| Participant deferral / active EE | $2,417 | $4,454-45.7% | $4,175-42.1% | $6,507-62.9% |
| Admin fee / account holder | $570 | $5,568-89.8% | $5,349-89.3% | $12,624-95.5% |