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 | $43,570 | $49,173-11.4% | $121,098-64.0% | $75,163-42.0% |
| Participation rate | 38.3% | 55.4%-17.1pp | 69.5%-31.2pp | 67.2%-28.9pp |
| Annual return | 12.11% | 55.99%-43.9pp | 985.75%-973.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $966 | $1,546-37.5% | $4,164-76.8% | $2,670-63.8% |
| Participant deferral / active EE | $3,230 | $2,628+22.9% | $4,080-20.8% | $4,125-21.7% |
| Admin fee / account holder | $1,039 | $3,942-73.6% | $5,644-81.6% | $5,651-81.6% |