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 | $28,141 | $102,966-72.7% | $90,281-68.8% | $152,861-81.6% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 8.23% | 95.16%-86.9pp | 78.10%-69.9pp | 345.32%-337.1pp |
| Employer contribution / active EE | $1,592 | $3,139-49.3% | $2,854-44.2% | $4,762-66.6% |
| Participant deferral / active EE | $1,857 | $4,281-56.6% | $3,885-52.2% | $5,850-68.3% |
| Admin fee / account holder | $5,316 | $6,171-13.8% | $5,351-0.7% | $11,596-54.2% |