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 | $59,102 | $150,440-60.7% | $136,294-56.6% | $147,584-60.0% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 9.20% | 1049.08%-1039.9pp | 5155.94%-5146.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $2,234 | $5,256-57.5% | $4,695-52.4% | $4,876-54.2% |
| Participant deferral / active EE | $5,686 | $6,630-14.2% | $6,247-9.0% | $5,439+4.6% |
| Admin fee / account holder | $1,738 | $10,905-84.1% | $9,243-81.2% | $10,885-84.0% |