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 5-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 | $22,700 | $148,534-84.7% | $135,903-83.3% | $139,434-83.7% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 10.47% | 79.19%-68.7pp | 68.23%-57.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $1,468 | $5,243-72.0% | $4,856-69.8% | $4,751-69.1% |
| Participant deferral / active EE | $5,371 | $8,100-33.7% | $7,758-30.8% | $6,710-20.0% |
| Admin fee / account holder | $605 | $12,400-95.1% | $10,762-94.4% | $11,403-94.7% |