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 4-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 | $15,287 | $177,572-91.4% | $154,803-90.1% | $142,382-89.3% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 8.25% | 65.07%-56.8pp | 58.88%-50.6pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,118 | $4,810-76.8% | $4,305-74.0% | $4,299-74.0% |
| Participant deferral / active EE | $2,010 | $6,272-68.0% | $5,540-63.7% | $6,507-69.1% |
| Admin fee / account holder | $4,330 | $16,786-74.2% | $14,329-69.8% | $12,624-65.7% |