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 | $98,166 | $150,440-34.7% | $136,294-28.0% | $147,584-33.5% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 4.19% | 1049.08%-1044.9pp | 5155.94%-5151.7pp | 578.55%-574.4pp |
| Employer contribution / active EE | $1,342 | $5,256-74.5% | $4,695-71.4% | $4,876-72.5% |
| Participant deferral / active EE | $4,161 | $6,630-37.2% | $6,247-33.4% | $5,439-23.5% |
| Admin fee / account holder | $9,124 | $10,905-16.3% | $9,243-1.3% | $10,885-16.2% |