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 | $89,809 | $112,096-19.9% | $95,952-6.4% | $158,922-43.5% |
| Participation rate | 57.9% | 79.0%-21.1pp | 77.1%-19.2pp | 82.0%-24.1pp |
| Annual return | 4.98% | 171.09%-166.1pp | 91.61%-86.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $925 | $3,198-71.1% | $2,541-63.6% | $4,761-80.6% |
| Participant deferral / active EE | $2,608 | $4,784-45.5% | $4,167-37.4% | $5,982-56.4% |
| Admin fee / account holder | $16,704 | $10,130+64.9% | $6,795+145.8% | $11,246+48.5% |