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 5-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 | $47,379 | $159,934-70.4% | $147,005-67.8% | $145,959-67.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.64% | 98.24%-88.6pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,094 | $5,287-79.3% | $4,934-77.8% | $4,661-76.5% |
| Participant deferral / active EE | $5,418 | $8,427-35.7% | $8,070-32.9% | $6,689-19.0% |
| Admin fee / account holder | $7,346 | $15,053-51.2% | $13,006-43.5% | $13,398-45.2% |