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 | $98,413 | $159,934-38.5% | $147,005-33.1% | $145,959-32.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 4.54% | 98.24%-93.7pp | 418.76%-414.2pp | 561.95%-557.4pp |
| Employer contribution / active EE | $5,403 | $5,287+2.2% | $4,934+9.5% | $4,661+15.9% |
| Participant deferral / active EE | $17,941 | $8,427+112.9% | $8,070+122.3% | $6,689+168.2% |
| Admin fee / account holder | $5,084 | $15,053-66.2% | $13,006-60.9% | $13,398-62.1% |