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 | $20,760 | $72,071-71.2% | $68,368-69.6% | $137,256-84.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 7.03% | 353.14%-346.1pp | 292.57%-285.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $1,926 | $2,788-30.9% | $2,649-27.3% | $4,156-53.7% |
| Participant deferral / active EE | $4,151 | $4,410-5.9% | $4,123+0.7% | $6,407-35.2% |
| Admin fee / account holder | $11,649 | $5,336+118.3% | $5,150+126.2% | $12,270-5.1% |