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 7-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 | $45,781 | $159,901-71.4% | $146,958-68.8% | $145,922-68.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.80% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,669 | $5,286-68.4% | $4,933-66.2% | $4,660-64.2% |
| Participant deferral / active EE | $8,510 | $8,428+1.0% | $8,070+5.5% | $6,688+27.2% |
| Admin fee / account holder | $2,139 | $15,044-85.8% | $12,998-83.5% | $13,397-84.0% |