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 | $64,213 | $105,181-38.9% | $159,436-59.7% | $85,850-25.2% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.8%-24.2pp | 69.3%-10.7pp |
| Annual return | 11.19% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $4,547 | $3,318+37.0% | $4,829-5.9% | $2,565+77.3% |
| Participant deferral / active EE | $5,338 | $5,945-10.2% | $7,352-27.4% | $3,952+35.1% |
| Admin fee / account holder | $346 | $6,933-95.0% | $10,799-96.8% | $6,260-94.5% |