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 | $61,737 | $99,020-37.7% | $86,590-28.7% | $147,584-58.2% |
| Participation rate | 63.2% | 76.3%-13.2pp | 73.5%-10.4pp | 82.8%-19.7pp |
| Annual return | 5.81% | 1312.34%-1306.5pp | 964.84%-959.0pp | 578.55%-572.7pp |
| Employer contribution / active EE | $749 | $3,132-76.1% | $2,839-73.6% | $4,876-84.6% |
| Participant deferral / active EE | $1,767 | $3,972-55.5% | $3,609-51.0% | $5,439-67.5% |
| Admin fee / account holder | $2,472 | $5,710-56.7% | $4,906-49.6% | $10,885-77.3% |