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 | $8,839 | $96,305-90.8% | $80,569-89.0% | $139,434-93.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 8.84% | 1350.08%-1341.2pp | 935.43%-926.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,351 | $3,262-58.6% | $2,723-50.4% | $4,751-71.6% |
| Participant deferral / active EE | $1,646 | $5,232-68.5% | $4,447-63.0% | $6,710-75.5% |
| Admin fee / account holder | $1,260 | $6,599-80.9% | $5,377-76.6% | $11,403-88.9% |