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 7-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 | $60,074 | $74,888-19.8% | $71,209-15.6% | $142,382-57.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 10.15% | 345.14%-335.0pp | 282.51%-272.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,603 | $2,854-43.8% | $2,721-41.1% | $4,299-62.7% |
| Participant deferral / active EE | $2,426 | $4,454-45.5% | $4,175-41.9% | $6,507-62.7% |
| Admin fee / account holder | $2,001 | $5,568-64.1% | $5,349-62.6% | $12,624-84.1% |