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 | $74,451 | $109,817-32.2% | $98,442-24.4% | $167,490-55.5% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 3.38% | 1956.69%-1953.3pp | 1492.73%-1489.3pp | 478.56%-475.2pp |
| Employer contribution / active EE | $996 | $3,224-69.1% | $2,960-66.4% | $4,837-79.4% |
| Participant deferral / active EE | $5,484 | $4,673+17.3% | $4,276+28.2% | $6,341-13.5% |
| Admin fee / account holder | $816 | $6,753-87.9% | $5,949-86.3% | $12,309-93.4% |