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 | $52,918 | $65,409-19.1% | $98,442-46.2% | $85,850-38.4% |
| Participation rate | 48.4% | 65.0%-16.6pp | 73.3%-24.9pp | 69.3%-20.9pp |
| Annual return | 8.57% | 21.76%-13.2pp | 1492.73%-1484.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $413 | $2,168-80.9% | $2,960-86.0% | $2,565-83.9% |
| Participant deferral / active EE | $1,861 | $3,166-41.2% | $4,276-56.5% | $3,952-52.9% |
| Admin fee / account holder | $1,864 | $4,593-59.4% | $5,949-68.7% | $6,260-70.2% |