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 | $82,788 | $111,535-25.8% | $105,223-21.3% | $137,256-39.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 7.11% | 237.85%-230.7pp | 180.65%-173.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,854 | $3,939-27.6% | $3,689-22.6% | $4,156-31.3% |
| Participant deferral / active EE | $8,908 | $5,500+62.0% | $5,072+75.6% | $6,407+39.0% |
| Admin fee / account holder | $74,895 | $9,721+670.4% | $8,859+745.4% | $12,270+510.4% |