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 | $80,418 | $58,208+38.2% | $81,812-1.7% | $80,856-0.5% |
| Participation rate | 57.9% | 63.4%-5.5pp | 72.3%-14.4pp | 67.6%-9.7pp |
| Annual return | 10.62% | 41.66%-31.0pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,671 | $2,340-28.6% | $2,912-42.6% | $2,755-39.4% |
| Participant deferral / active EE | $4,177 | $3,281+27.3% | $4,319-3.3% | $4,296-2.8% |
| Admin fee / account holder | $782 | $4,981-84.3% | $7,386-89.4% | $6,918-88.7% |