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 6-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 | $28,707 | $72,071-60.2% | $68,368-58.0% | $137,256-79.1% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 9.28% | 353.14%-343.9pp | 292.57%-283.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $677 | $2,788-75.7% | $2,649-74.4% | $4,156-83.7% |
| Participant deferral / active EE | $1,069 | $4,410-75.8% | $4,123-74.1% | $6,407-83.3% |
| Admin fee / account holder | $4,397 | $5,336-17.6% | $5,150-14.6% | $12,270-64.2% |