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 | $17,449 | $88,751-80.3% | $81,812-78.7% | $145,922-88.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 5.96% | 1025.40%-1019.4pp | 773.79%-767.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $616 | $3,083-80.0% | $2,912-78.8% | $4,660-86.8% |
| Participant deferral / active EE | $881 | $4,643-81.0% | $4,319-79.6% | $6,688-86.8% |
| Admin fee / account holder | $510 | $8,415-93.9% | $7,386-93.1% | $13,397-96.2% |