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 3-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 | $7,781 | $100,773-92.3% | $88,946-91.3% | $142,382-94.5% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 4.02% | 70.18%-66.2pp | 57.82%-53.8pp | 217.08%-213.1pp |
| Employer contribution / active EE | $2,107 | $2,918-27.8% | $2,555-17.5% | $4,299-51.0% |
| Participant deferral / active EE | $2,206 | $5,230-57.8% | $4,581-51.8% | $6,507-66.1% |
| Admin fee / account holder | $1,194 | $9,693-87.7% | $8,261-85.6% | $12,624-90.5% |