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 | $47,391 | $157,256-69.9% | $141,162-66.4% | $152,861-69.0% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.4%-46.1pp |
| Annual return | 7.58% | 64.32%-56.7pp | 71.39%-63.8pp | 345.32%-337.7pp |
| Employer contribution / active EE | $1,444 | $5,261-72.5% | $4,735-69.5% | $4,762-69.7% |
| Participant deferral / active EE | $5,045 | $7,109-29.0% | $6,709-24.8% | $5,850-13.8% |
| Admin fee / account holder | $5,426 | $12,120-55.2% | $10,261-47.1% | $11,596-53.2% |