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 | $41,730 | $105,998-60.6% | $92,233-54.8% | $147,584-71.7% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 8.39% | 50.05%-41.7pp | 176.28%-167.9pp | 578.55%-570.2pp |
| Employer contribution / active EE | $719 | $4,333-83.4% | $3,679-80.5% | $4,876-85.3% |
| Participant deferral / active EE | $1,336 | $4,478-70.2% | $3,897-65.7% | $5,439-75.4% |
| Admin fee / account holder | $603 | $6,332-90.5% | $5,194-88.4% | $10,885-94.5% |