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 | $69,540 | $165,984-58.1% | $164,813-57.8% | $145,922-52.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 8.18% | 100.03%-91.9pp | 69.93%-61.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,311 | $5,273-75.1% | $4,341-69.8% | $4,660-71.9% |
| Participant deferral / active EE | $3,654 | $6,959-47.5% | $6,031-39.4% | $6,688-45.4% |
| Admin fee / account holder | $548 | $16,648-96.7% | $12,690-95.7% | $13,397-95.9% |