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 | $97,753 | $104,486-6.4% | $76,817+27.3% | $152,861-36.1% |
| Participation rate | 57.1% | 76.6%-19.4pp | 72.1%-14.9pp | 82.4%-25.3pp |
| Annual return | 7.05% | 1013.37%-1006.3pp | 1166.11%-1159.1pp | 345.32%-338.3pp |
| Employer contribution / active EE | $413 | $3,116-86.7% | $2,302-82.1% | $4,762-91.3% |
| Participant deferral / active EE | $2,148 | $4,236-49.3% | $3,336-35.6% | $5,850-63.3% |
| Admin fee / account holder | $2,225 | $12,275-81.9% | $6,420-65.3% | $11,596-80.8% |