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 | $110,880 | $210,648-47.4% | $177,989-37.7% | $145,922-24.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 6.75% | 385.86%-379.1pp | 294.48%-287.7pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,841 | $4,565-59.7% | $3,949-53.4% | $4,660-60.5% |
| Participant deferral / active EE | $6,479 | $6,958-6.9% | $6,276+3.2% | $6,688-3.1% |
| Admin fee / account holder | $1,176 | $12,013-90.2% | $10,363-88.6% | $13,397-91.2% |