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 | $25,076 | $96,635-74.1% | $86,612-71.0% | $139,434-82.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 4.52% | 106.41%-101.9pp | 591.07%-586.6pp | 372.94%-368.4pp |
| Employer contribution / active EE | $565 | $3,263-82.7% | $3,022-81.3% | $4,751-88.1% |
| Participant deferral / active EE | $2,816 | $4,836-41.8% | $4,438-36.5% | $6,710-58.0% |
| Admin fee / account holder | $21,302 | $6,408+232.4% | $5,614+279.4% | $11,403+86.8% |