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 | $39,838 | $65,409-39.1% | $98,442-59.5% | $85,850-53.6% |
| Participation rate | 42.4% | 65.0%-22.6pp | 73.3%-30.9pp | 69.3%-26.9pp |
| Annual return | 10.91% | 21.76%-10.9pp | 1492.73%-1481.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $696 | $2,168-67.9% | $2,960-76.5% | $2,565-72.9% |
| Participant deferral / active EE | $1,220 | $3,166-61.5% | $4,276-71.5% | $3,952-69.1% |
| Admin fee / account holder | $732 | $4,593-84.1% | $5,949-87.7% | $6,260-88.3% |