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 | $43,501 | $144,119-69.8% | $117,854-63.1% | $147,584-70.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 3.64% | 531.15%-527.5pp | 335.08%-331.4pp | 578.55%-574.9pp |
| Employer contribution / active EE | $1,040 | $4,896-78.8% | $3,786-72.5% | $4,876-78.7% |
| Participant deferral / active EE | $3,908 | $5,316-26.5% | $4,482-12.8% | $5,439-28.1% |
| Admin fee / account holder | $2,898 | $10,886-73.4% | $8,020-63.9% | $10,885-73.4% |