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 6-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 | $43,352 | $176,056-75.4% | $159,436-72.8% | $167,490-74.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 6.71% | 331.75%-325.0pp | 263.57%-256.9pp | 478.56%-471.8pp |
| Employer contribution / active EE | $20,656 | $5,297+289.9% | $4,829+327.7% | $4,837+327.0% |
| Participant deferral / active EE | $8,077 | $7,750+4.2% | $7,352+9.9% | $6,341+27.4% |
| Admin fee / account holder | $1,700 | $12,554-86.5% | $10,799-84.3% | $12,309-86.2% |