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 | $87,955 | $150,440-41.5% | $136,294-35.5% | $147,584-40.4% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 10.21% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,689 | $5,256-67.9% | $4,695-64.0% | $4,876-65.4% |
| Participant deferral / active EE | $2,826 | $6,630-57.4% | $6,247-54.8% | $5,439-48.0% |
| Admin fee / account holder | $3,600 | $10,905-67.0% | $9,243-61.1% | $10,885-66.9% |