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 | $64,722 | $105,181-38.5% | $159,436-59.4% | $85,850-24.6% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.8%-31.5pp | 69.3%-18.0pp |
| Annual return | 10.54% | 45.07%-34.5pp | 263.57%-253.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,545 | $5,945-23.5% | $7,352-38.2% | $3,952+15.0% |
| Admin fee / account holder | $775 | $6,933-88.8% | $10,799-92.8% | $6,260-87.6% |