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 | $99,571 | $115,770-14.0% | $101,248-1.7% | $158,922-37.3% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 4.36% | 56.14%-51.8pp | 46.47%-42.1pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,272 | $4,175-69.5% | $3,660-65.3% | $4,761-73.3% |
| Participant deferral / active EE | $4,175 | $4,957-15.8% | $4,370-4.5% | $5,982-30.2% |
| Admin fee / account holder | $3,799 | $7,245-47.6% | $5,945-36.1% | $11,246-66.2% |