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 | $46,849 | $57,281-18.2% | $86,612-45.9% | $75,163-37.7% |
| Participation rate | 36.5% | 63.2%-26.7pp | 71.7%-35.2pp | 67.2%-30.7pp |
| Annual return | 9.55% | 2670.75%-2661.2pp | 591.07%-581.5pp | 160.62%-151.1pp |
| Employer contribution / active EE | $985 | $2,314-57.4% | $3,022-67.4% | $2,670-63.1% |
| Participant deferral / active EE | $1,990 | $3,318-40.0% | $4,438-55.2% | $4,125-51.8% |
| Admin fee / account holder | $5,885 | $4,112+43.1% | $5,614+4.8% | $5,651+4.1% |