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 | $100,127 | $99,020+1.1% | $86,590+15.6% | $147,584-32.2% |
| Participation rate | 68.8% | 76.3%-7.6pp | 73.5%-4.8pp | 82.8%-14.1pp |
| Annual return | 8.10% | 1312.34%-1304.2pp | 964.84%-956.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,599 | $3,972-9.4% | $3,609-0.3% | $5,439-33.8% |
| Admin fee / account holder | $3,644 | $5,710-36.2% | $4,906-25.7% | $10,885-66.5% |