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 | $28,722 | $58,234-50.7% | $81,783-64.9% | $80,874-64.5% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 9.53% | 41.70%-32.2pp | 775.05%-765.5pp | 35.62%-26.1pp |
| Employer contribution / active EE | $643 | $2,341-72.5% | $2,913-77.9% | $2,756-76.7% |
| Participant deferral / active EE | $809 | $3,283-75.4% | $4,320-81.3% | $4,297-81.2% |
| Admin fee / account holder | $3,936 | $4,982-21.0% | $7,380-46.7% | $6,935-43.3% |