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 | $19,456 | $99,877-80.5% | $84,966-77.1% | $145,922-86.7% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 4.04% | 83.76%-79.7pp | 66.38%-62.3pp | 561.29%-557.2pp |
| Employer contribution / active EE | $863 | $3,231-73.3% | $2,727-68.4% | $4,660-81.5% |
| Participant deferral / active EE | $1,224 | $5,291-76.9% | $4,519-72.9% | $6,688-81.7% |
| Admin fee / account holder | $571 | $7,248-92.1% | $6,149-90.7% | $13,397-95.7% |