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 | $41,770 | $80,812-48.3% | $160,784-74.0% | $82,448-49.3% |
| Participation rate | 58.7% | 66.2%-7.5pp | 77.0%-18.3pp | 68.1%-9.4pp |
| Annual return | 11.84% | 100.59%-88.7pp | 1803.92%-1792.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,469 | $2,174-32.4% | $3,733-60.6% | $2,551-42.4% |
| Participant deferral / active EE | $1,820 | $4,335-58.0% | $6,293-71.1% | $4,139-56.0% |
| Admin fee / account holder | $4,110 | $7,695-46.6% | $9,717-57.7% | $7,234-43.2% |