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 | $87,407 | $74,888+16.7% | $71,209+22.7% | $142,382-38.6% |
| Participation rate | 30.8% | 76.2%-45.5pp | 73.8%-43.0pp | 80.1%-49.4pp |
| Annual return | 7.91% | 345.14%-337.2pp | 282.51%-274.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $509 | $2,854-82.2% | $2,721-81.3% | $4,299-88.2% |
| Participant deferral / active EE | $1,395 | $4,454-68.7% | $4,175-66.6% | $6,507-78.6% |
| Admin fee / account holder | $2,780 | $5,568-50.1% | $5,349-48.0% | $12,624-78.0% |