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 4-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 | $28,329 | $74,888-62.2% | $71,209-60.2% | $142,382-80.1% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.8%-11.8pp | 80.1%-18.2pp |
| Annual return | 12.55% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $823 | $2,854-71.2% | $2,721-69.7% | $4,299-80.8% |
| Participant deferral / active EE | $4,876 | $4,454+9.5% | $4,175+16.8% | $6,507-25.1% |
| Admin fee / account holder | $5,324 | $5,568-4.4% | $5,349-0.5% | $12,624-57.8% |