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 | $138,224 | $176,056-21.5% | $159,436-13.3% | $167,490-17.5% |
| Participation rate | 68.8% | 84.9%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 3.04% | 331.75%-328.7pp | 263.57%-260.5pp | 478.56%-475.5pp |
| Employer contribution / active EE | $1,292 | $5,297-75.6% | $4,829-73.3% | $4,837-73.3% |
| Participant deferral / active EE | $4,345 | $7,750-43.9% | $7,352-40.9% | $6,341-31.5% |
| Admin fee / account holder | $4,796 | $12,554-61.8% | $10,799-55.6% | $12,309-61.0% |