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 | $25,889 | $111,535-76.8% | $105,223-75.4% | $137,256-81.1% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 80.0%-16.8pp |
| Annual return | 1.51% | 237.85%-236.3pp | 180.65%-179.1pp | 220.34%-218.8pp |
| Employer contribution / active EE | $12,687 | $3,939+222.1% | $3,689+244.0% | $4,156+205.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,578 | $9,721-63.2% | $8,859-59.6% | $12,270-70.8% |