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 | $61,920 | $74,888-17.3% | $71,209-13.0% | $142,382-56.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 3.86% | 345.14%-341.3pp | 282.51%-278.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $2,286 | $2,854-19.9% | $2,721-16.0% | $4,299-46.8% |
| Participant deferral / active EE | $7,404 | $4,454+66.2% | $4,175+77.3% | $6,507+13.8% |
| Admin fee / account holder | $963 | $5,568-82.7% | $5,349-82.0% | $12,624-92.4% |