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 | $81,872 | $173,345-52.8% | $136,007-39.8% | $145,922-43.9% |
| Participation rate | 66.7% | 80.5%-13.8pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.57% | 1163.32%-1156.8pp | 579.32%-572.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,999 | $5,278-62.1% | $4,217-52.6% | $4,660-57.1% |
| Participant deferral / active EE | $2,367 | $8,699-72.8% | $7,025-66.3% | $6,688-64.6% |
| Admin fee / account holder | $501 | $9,954-95.0% | $6,858-92.7% | $13,397-96.3% |