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 | $84,998 | $114,047-25.5% | $96,139-11.6% | $167,490-49.3% |
| Participation rate | 62.5% | 75.1%-12.6pp | 68.4%-5.9pp | 82.1%-19.6pp |
| Annual return | 4.12% | 189.88%-185.8pp | 191.94%-187.8pp | 478.56%-474.4pp |
| Employer contribution / active EE | $1,738 | $3,427-49.3% | $2,797-37.9% | $4,837-64.1% |
| Participant deferral / active EE | $4,014 | $5,194-22.7% | $4,349-7.7% | $6,341-36.7% |
| Admin fee / account holder | $2,460 | $6,897-64.3% | $5,537-55.6% | $12,309-80.0% |