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 4-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 | $20,103 | $90,397-77.8% | $76,002-73.6% | $145,959-86.2% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 6.91% | 621.97%-615.1pp | 360.07%-353.2pp | 561.95%-555.0pp |
| Employer contribution / active EE | $730 | $3,317-78.0% | $2,688-72.8% | $4,661-84.3% |
| Participant deferral / active EE | $2,668 | $5,163-48.3% | $4,257-37.3% | $6,689-60.1% |
| Admin fee / account holder | $3,227 | $8,369-61.4% | $6,414-49.7% | $13,398-75.9% |