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 10-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 | $29,849 | $57,281-47.9% | $86,612-65.5% | $75,163-60.3% |
| Participation rate | 14.3% | 63.2%-48.9pp | 71.7%-57.4pp | 67.2%-52.9pp |
| Annual return | 9.05% | 2670.75%-2661.7pp | 591.07%-582.0pp | 160.62%-151.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,286 | $3,318-31.1% | $4,438-48.5% | $4,125-44.6% |
| Admin fee / account holder | $3,493 | $4,112-15.1% | $5,614-37.8% | $5,651-38.2% |