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 | $37,271 | $165,335-77.5% | $149,696-75.1% | $158,922-76.5% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 2.27% | 348.15%-345.9pp | 276.60%-274.3pp | 302.83%-300.6pp |
| Employer contribution / active EE | $1,951 | $5,103-61.8% | $4,644-58.0% | $4,761-59.0% |
| Participant deferral / active EE | $3,514 | $7,181-51.1% | $6,842-48.6% | $5,982-41.3% |
| Admin fee / account holder | $1,329 | $10,807-87.7% | $9,309-85.7% | $11,246-88.2% |