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 | $31,098 | $175,202-82.3% | $149,673-79.2% | $139,434-77.7% |
| Participation rate | 21.4% | 83.4%-62.0pp | 78.8%-57.3pp | 80.3%-58.9pp |
| Annual return | 9.59% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.4pp |
| Employer contribution / active EE | $4,236 | $5,474-22.6% | $4,818-12.1% | $4,751-10.8% |
| Participant deferral / active EE | $3,147 | $6,519-51.7% | $5,680-44.6% | $6,710-53.1% |
| Admin fee / account holder | $1,829 | $16,150-88.7% | $13,210-86.2% | $11,403-84.0% |