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 | $48,586 | $149,040-67.4% | $120,225-59.6% | $137,256-64.6% |
| Participation rate | 36.4% | 75.4%-39.1pp | 69.6%-33.2pp | 80.0%-43.6pp |
| Annual return | 5.67% | 605.68%-600.0pp | 439.23%-433.6pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,429 | $4,350-67.1% | $3,475-58.9% | $4,156-65.6% |
| Participant deferral / active EE | $3,220 | $4,655-30.8% | $3,999-19.5% | $6,407-49.7% |
| Admin fee / account holder | $112,429 | $6,348+1671.2% | $5,696+1873.7% | $12,270+816.3% |