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 | $19,502 | $99,921-80.5% | $85,009-77.1% | $145,959-86.6% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.3pp | 80.3%-51.1pp |
| Annual return | 5.80% | 83.89%-78.1pp | 66.47%-60.7pp | 561.95%-556.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,019 | $5,293-80.8% | $4,522-77.5% | $6,689-84.8% |
| Admin fee / account holder | $3,821 | $7,252-47.3% | $6,153-37.9% | $13,398-71.5% |