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 | $63,679 | $176,056-63.8% | $159,436-60.1% | $167,490-62.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 2.06% | 331.75%-329.7pp | 263.57%-261.5pp | 478.56%-476.5pp |
| Employer contribution / active EE | $4,971 | $5,297-6.2% | $4,829+2.9% | $4,837+2.7% |
| Participant deferral / active EE | $14,003 | $7,750+80.7% | $7,352+90.5% | $6,341+120.8% |
| Admin fee / account holder | $967 | $12,554-92.3% | $10,799-91.0% | $12,309-92.1% |