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 | $70,846 | $150,440-52.9% | $136,294-48.0% | $147,584-52.0% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 3.18% | 1049.08%-1045.9pp | 5155.94%-5152.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $8,599 | $5,256+63.6% | $4,695+83.1% | $4,876+76.3% |
| Participant deferral / active EE | $6,313 | $6,630-4.8% | $6,247+1.1% | $5,439+16.1% |
| Admin fee / account holder | $1,316 | $10,905-87.9% | $9,243-85.8% | $10,885-87.9% |