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 | $56,383 | $148,534-62.0% | $135,903-58.5% | $139,434-59.6% |
| Participation rate | 65.2% | 83.9%-18.6pp | 81.9%-16.7pp | 80.3%-15.1pp |
| Annual return | 4.39% | 79.19%-74.8pp | 68.23%-63.8pp | 372.94%-368.6pp |
| Employer contribution / active EE | $2,756 | $5,243-47.4% | $4,856-43.3% | $4,751-42.0% |
| Participant deferral / active EE | $5,811 | $8,100-28.3% | $7,758-25.1% | $6,710-13.4% |
| Admin fee / account holder | $13,316 | $12,400+7.4% | $10,762+23.7% | $11,403+16.8% |