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 | $28,110 | $133,922-79.0% | $116,228-75.8% | $142,382-80.3% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 3.68% | 147.76%-144.1pp | 90.06%-86.4pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,808 | $3,446-47.5% | $2,994-39.6% | $4,299-57.9% |
| Participant deferral / active EE | $2,692 | $5,672-52.5% | $4,953-45.7% | $6,507-58.6% |
| Admin fee / account holder | $1,016 | $14,945-93.2% | $11,989-91.5% | $12,624-91.9% |