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 | $114,247 | $144,119-20.7% | $117,854-3.1% | $147,584-22.6% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 2.46% | 531.15%-528.7pp | 335.08%-332.6pp | 578.55%-576.1pp |
| Employer contribution / active EE | $2,688 | $4,896-45.1% | $3,786-29.0% | $4,876-44.9% |
| Participant deferral / active EE | $5,953 | $5,316+12.0% | $4,482+32.8% | $5,439+9.5% |
| Admin fee / account holder | $14,882 | $10,886+36.7% | $8,020+85.6% | $10,885+36.7% |