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 6-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 | $77,918 | $176,056-55.7% | $159,436-51.1% | $167,490-53.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.31% | 331.75%-322.4pp | 263.57%-254.3pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,684 | $5,297-68.2% | $4,829-65.1% | $4,837-65.2% |
| Participant deferral / active EE | $4,239 | $7,750-45.3% | $7,352-42.3% | $6,341-33.1% |
| Admin fee / account holder | $18,738 | $12,554+49.3% | $10,799+73.5% | $12,309+52.2% |