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 | $42,829 | $228,332-81.2% | $185,823-77.0% | $158,922-73.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 4.13% | 40.80%-36.7pp | 35.95%-31.8pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,356 | $4,967-72.7% | $4,087-66.8% | $4,761-71.5% |
| Participant deferral / active EE | $4,021 | $6,415-37.3% | $5,632-28.6% | $5,982-32.8% |
| Admin fee / account holder | $2,320 | $11,864-80.4% | $9,500-75.6% | $11,246-79.4% |