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 3-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 | $32,240 | $104,974-69.3% | $95,585-66.3% | $142,382-77.4% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 8.99% | 210.33%-201.3pp | 38.56%-29.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,522 | $2,779-9.2% | $2,527-0.2% | $4,299-41.3% |
| Participant deferral / active EE | $2,522 | $4,352-42.1% | $4,023-37.3% | $6,507-61.2% |
| Admin fee / account holder | $2,668 | $6,386-58.2% | $6,127-56.5% | $12,624-78.9% |