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 | $42,993 | $115,770-62.9% | $101,248-57.5% | $158,922-72.9% |
| Participation rate | 69.6% | 79.4%-9.8pp | 75.8%-6.2pp | 82.0%-12.4pp |
| Annual return | 6.74% | 56.14%-49.4pp | 46.47%-39.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,510 | $4,957-49.4% | $4,370-42.6% | $5,982-58.0% |
| Admin fee / account holder | $3,542 | $7,245-51.1% | $5,945-40.4% | $11,246-68.5% |