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 | $110,297 | $176,662-37.6% | $130,648-15.6% | $152,861-27.8% |
| Participation rate | 23.8% | 79.0%-55.2pp | 71.7%-47.9pp | 82.4%-58.6pp |
| Annual return | 2.50% | 2692.24%-2689.7pp | 1708.96%-1706.5pp | 345.32%-342.8pp |
| Employer contribution / active EE | $99 | $5,742-98.3% | $4,092-97.6% | $4,762-97.9% |
| Participant deferral / active EE | $396 | $4,361-90.9% | $3,603-89.0% | $5,850-93.2% |
| Admin fee / account holder | $3,231 | $7,133-54.7% | $5,464-40.9% | $11,596-72.1% |