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 | $38,155 | $99,020-61.5% | $86,590-55.9% | $147,584-74.1% |
| Participation rate | 52.4% | 76.3%-24.0pp | 73.5%-21.2pp | 82.8%-30.4pp |
| Annual return | 6.90% | 1312.34%-1305.4pp | 964.84%-957.9pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,660 | $3,132-47.0% | $2,839-41.5% | $4,876-65.9% |
| Participant deferral / active EE | $5,749 | $3,972+44.7% | $3,609+59.3% | $5,439+5.7% |
| Admin fee / account holder | $8,523 | $5,710+49.3% | $4,906+73.7% | $10,885-21.7% |