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 | $86,315 | $105,998-18.6% | $92,233-6.4% | $147,584-41.5% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 9.40% | 50.05%-40.6pp | 176.28%-166.9pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,014 | $4,333-76.6% | $3,679-72.4% | $4,876-79.2% |
| Participant deferral / active EE | $3,189 | $4,478-28.8% | $3,897-18.2% | $5,439-41.4% |
| Admin fee / account holder | $434 | $6,332-93.1% | $5,194-91.6% | $10,885-96.0% |