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 | $88,537 | $159,901-44.6% | $146,958-39.8% | $145,922-39.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.09% | 98.13%-89.0pp | 418.34%-409.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $6,815 | $5,286+28.9% | $4,933+38.2% | $4,660+46.3% |
| Participant deferral / active EE | $8,442 | $8,428+0.2% | $8,070+4.6% | $6,688+26.2% |
| Admin fee / account holder | $1,263 | $15,044-91.6% | $12,998-90.3% | $13,397-90.6% |