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 | $63,479 | $109,982-42.3% | $97,226-34.7% | $145,922-56.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 5.74% | 242.90%-237.2pp | 75.13%-69.4pp | 561.29%-555.5pp |
| Employer contribution / active EE | $973 | $3,084-68.5% | $2,729-64.4% | $4,660-79.1% |
| Participant deferral / active EE | $6,200 | $4,676+32.6% | $4,264+45.4% | $6,688-7.3% |
| Admin fee / account holder | $921 | $6,221-85.2% | $5,654-83.7% | $13,397-93.1% |