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 | $45,227 | $58,208-22.3% | $81,812-44.7% | $80,856-44.1% |
| Participation rate | 55.1% | 63.4%-8.3pp | 72.3%-17.2pp | 67.6%-12.5pp |
| Annual return | 10.50% | 41.66%-31.2pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $455 | $2,340-80.6% | $2,912-84.4% | $2,755-83.5% |
| Participant deferral / active EE | $3,026 | $3,281-7.8% | $4,319-29.9% | $4,296-29.6% |
| Admin fee / account holder | $18,699 | $4,981+275.4% | $7,386+153.2% | $6,918+170.3% |