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 3-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 | $29,362 | $72,396-59.4% | $67,511-56.5% | $145,959-79.9% |
| Participation rate | 28.6% | 76.9%-48.3pp | 72.9%-44.3pp | 80.3%-51.7pp |
| Annual return | 7.21% | 7194.07%-7186.9pp | 3517.41%-3510.2pp | 561.95%-554.7pp |
| Employer contribution / active EE | $534 | $3,071-82.6% | $2,733-80.4% | $4,661-88.5% |
| Participant deferral / active EE | $1,121 | $4,781-76.6% | $4,000-72.0% | $6,689-83.2% |
| Admin fee / account holder | $916 | $5,538-83.5% | $3,999-77.1% | $13,398-93.2% |