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 | $32,666 | $74,888-56.4% | $71,209-54.1% | $142,382-77.1% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 9.90% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,459 | $2,854-48.9% | $2,721-46.4% | $4,299-66.1% |
| Participant deferral / active EE | $6,224 | $4,454+39.7% | $4,175+49.1% | $6,507-4.3% |
| Admin fee / account holder | $12,429 | $5,568+123.2% | $5,349+132.4% | $12,624-1.5% |