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 | $40,219 | $91,552-56.1% | $133,956-70.0% | $79,858-49.6% |
| Participation rate | 59.3% | 73.3%-14.0pp | 79.8%-20.5pp | 69.6%-10.3pp |
| Annual return | 8.34% | 61.85%-53.5pp | 45.09%-36.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $687 | $2,384-71.2% | $3,919-82.5% | $2,471-72.2% |
| Participant deferral / active EE | $1,735 | $3,733-53.5% | $5,048-65.6% | $3,740-53.6% |
| Admin fee / account holder | $2,714 | $6,321-57.1% | $8,927-69.6% | $5,306-48.8% |