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 | $29,087 | $105,181-72.3% | $159,436-81.8% | $85,850-66.1% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.8%-21.2pp | 69.3%-7.6pp |
| Annual return | 12.38% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,097 | $3,318-66.9% | $4,829-77.3% | $2,565-57.2% |
| Participant deferral / active EE | $2,783 | $5,945-53.2% | $7,352-62.2% | $3,952-29.6% |
| Admin fee / account holder | $344 | $6,933-95.0% | $10,799-96.8% | $6,260-94.5% |