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 | $102,645 | $150,440-31.8% | $136,294-24.7% | $147,584-30.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 4.30% | 1049.08%-1044.8pp | 5155.94%-5151.6pp | 578.55%-574.2pp |
| Employer contribution / active EE | $2,134 | $5,256-59.4% | $4,695-54.6% | $4,876-56.2% |
| Participant deferral / active EE | $3,855 | $6,630-41.9% | $6,247-38.3% | $5,439-29.1% |
| Admin fee / account holder | $349 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |