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 5-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 | $32,347 | $30,400+6.4% | $53,898-40.0% | $84,808-61.9% |
| Participation rate | 9.3% | 46.4%-37.1pp | 55.0%-45.6pp | 68.3%-59.0pp |
| Annual return | 12.44% | 500.19%-487.7pp | 528.60%-516.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $242 | $603-59.9% | $932-74.1% | $2,631-90.8% |
| Participant deferral / active EE | $525 | $1,199-56.2% | $1,826-71.3% | $4,212-87.5% |
| Admin fee / account holder | $887 | $1,993-55.5% | $2,491-64.4% | $7,344-87.9% |