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 | $25,032 | $100,852-75.2% | $90,404-72.3% | $158,922-84.2% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.7%-16.2pp | 82.0%-25.4pp |
| Annual return | 1.70% | 1724.20%-1722.5pp | 1293.02%-1291.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $1,517 | $3,689-58.9% | $3,262-53.5% | $4,761-68.1% |
| Participant deferral / active EE | $1,135 | $4,348-73.9% | $3,963-71.4% | $5,982-81.0% |
| Admin fee / account holder | $416 | $6,501-93.6% | $5,611-92.6% | $11,246-96.3% |