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 | $142,611 | $198,466-28.1% | $170,442-16.3% | $147,584-3.4% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 4.73% | 257.29%-252.6pp | 205.93%-201.2pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,912 | $6,184-69.1% | $5,433-64.8% | $4,876-60.8% |
| Participant deferral / active EE | $5,407 | $5,629-4.0% | $4,939+9.5% | $5,439-0.6% |
| Admin fee / account holder | $4,936 | $16,852-70.7% | $13,880-64.4% | $10,885-54.7% |