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 7-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 | $78,029 | $109,982-29.1% | $97,226-19.7% | $145,922-46.5% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 4.94% | 242.90%-238.0pp | 75.13%-70.2pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,922 | $3,084-37.7% | $2,729-29.6% | $4,660-58.7% |
| Participant deferral / active EE | $2,195 | $4,676-53.1% | $4,264-48.5% | $6,688-67.2% |
| Admin fee / account holder | $1,208 | $6,221-80.6% | $5,654-78.6% | $13,397-91.0% |