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 10-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 | $52,676 | $56,317-6.5% | $71,209-26.0% | $74,304-29.1% |
| Participation rate | 21.9% | 55.1%-33.2pp | 73.8%-51.8pp | 60.3%-38.4pp |
| Annual return | 12.46% | 42.83%-30.4pp | 282.51%-270.0pp | 29.43%-17.0pp |
| Employer contribution / active EE | $719 | $2,160-66.7% | $2,721-73.6% | $2,241-67.9% |
| Participant deferral / active EE | $929 | $2,788-66.7% | $4,175-77.8% | $3,767-75.3% |
| Admin fee / account holder | $1,020 | $2,290-55.5% | $5,349-80.9% | $2,969-65.7% |