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 | $64,019 | $165,335-61.3% | $149,696-57.2% | $158,922-59.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 3.97% | 348.15%-344.2pp | 276.60%-272.6pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,741 | $5,103-65.9% | $4,644-62.5% | $4,761-63.4% |
| Participant deferral / active EE | $5,502 | $7,181-23.4% | $6,842-19.6% | $5,982-8.0% |
| Admin fee / account holder | $2,017 | $10,807-81.3% | $9,309-78.3% | $11,246-82.1% |