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 | $126,647 | $144,119-12.1% | $117,854+7.5% | $147,584-14.2% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 8.17% | 531.15%-523.0pp | 335.08%-326.9pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,223 | $4,896-54.6% | $3,786-41.3% | $4,876-54.4% |
| Participant deferral / active EE | $2,411 | $5,316-54.6% | $4,482-46.2% | $5,439-55.7% |
| Admin fee / account holder | $42,584 | $10,886+291.2% | $8,020+431.0% | $10,885+291.2% |