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 5-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 | $28,850 | $72,400-60.2% | $67,502-57.3% | $145,922-80.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 6.32% | 7182.46%-7176.1pp | 3512.12%-3505.8pp | 561.29%-555.0pp |
| Employer contribution / active EE | $818 | $3,069-73.3% | $2,731-70.0% | $4,660-82.4% |
| Participant deferral / active EE | $1,789 | $4,783-62.6% | $4,000-55.3% | $6,688-73.2% |
| Admin fee / account holder | $1,211 | $5,539-78.1% | $3,998-69.7% | $13,397-91.0% |