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 | $58,211 | $107,934-46.1% | $91,989-36.7% | $152,861-61.9% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 10.53% | 89.24%-78.7pp | 69.02%-58.5pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,704 | $4,210-59.5% | $3,452-50.6% | $4,762-64.2% |
| Participant deferral / active EE | $4,744 | $6,364-25.5% | $5,923-19.9% | $5,850-18.9% |
| Admin fee / account holder | $462 | $10,520-95.6% | $7,743-94.0% | $11,596-96.0% |