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 | $38,619 | $65,409-41.0% | $98,442-60.8% | $85,850-55.0% |
| Participation rate | 48.6% | 65.0%-16.4pp | 73.3%-24.7pp | 69.3%-20.7pp |
| Annual return | 9.82% | 21.76%-11.9pp | 1492.73%-1482.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,052 | $2,168-51.5% | $2,960-64.5% | $2,565-59.0% |
| Participant deferral / active EE | $1,939 | $3,166-38.8% | $4,276-54.6% | $3,952-50.9% |
| Admin fee / account holder | $1,318 | $4,593-71.3% | $5,949-77.9% | $6,260-79.0% |