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 | $23,968 | $165,912-85.6% | $122,332-80.4% | $147,584-83.8% |
| Participation rate | 69.6% | 79.6%-10.0pp | 71.6%-2.1pp | 82.8%-13.3pp |
| Annual return | 4.54% | 34.55%-30.0pp | 30.27%-25.7pp | 578.55%-574.0pp |
| Employer contribution / active EE | $2,076 | $5,754-63.9% | $4,050-48.8% | $4,876-57.4% |
| Participant deferral / active EE | $1,081 | $4,005-73.0% | $3,287-67.1% | $5,439-80.1% |
| Admin fee / account holder | $961 | $7,424-87.1% | $5,478-82.5% | $10,885-91.2% |