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 | $75,002 | $165,335-54.6% | $149,696-49.9% | $158,922-52.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 0.68% | 348.15%-347.5pp | 276.60%-275.9pp | 302.83%-302.1pp |
| Employer contribution / active EE | $2,862 | $5,103-43.9% | $4,644-38.4% | $4,761-39.9% |
| Participant deferral / active EE | $8,866 | $7,181+23.5% | $6,842+29.6% | $5,982+48.2% |
| Admin fee / account holder | $1,748 | $10,807-83.8% | $9,309-81.2% | $11,246-84.5% |