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 | $34,838 | $165,335-78.9% | $149,696-76.7% | $158,922-78.1% |
| Participation rate | 47.8% | 84.6%-36.7pp | 82.5%-34.6pp | 82.0%-34.1pp |
| Annual return | 7.36% | 348.15%-340.8pp | 276.60%-269.2pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,185 | $5,103-76.8% | $4,644-74.5% | $4,761-75.1% |
| Participant deferral / active EE | $5,624 | $7,181-21.7% | $6,842-17.8% | $5,982-6.0% |
| Admin fee / account holder | $4,576 | $10,807-57.7% | $9,309-50.8% | $11,246-59.3% |