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 7-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 | $66,084 | $111,814-40.9% | $103,374-36.1% | $145,959-54.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.92% | 24.77%-15.9pp | 24.89%-16.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,365 | $4,214-67.6% | $3,869-64.7% | $4,661-70.7% |
| Participant deferral / active EE | $2,293 | $5,618-59.2% | $5,058-54.7% | $6,689-65.7% |
| Admin fee / account holder | $3,138 | $9,754-67.8% | $8,394-62.6% | $13,398-76.6% |