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 | $86,682 | $137,414-36.9% | $189,513-54.3% | $85,850+1.0% |
| Participation rate | 64.7% | 84.6%-19.9pp | 87.8%-23.1pp | 69.3%-4.6pp |
| Annual return | 10.70% | 38.14%-27.4pp | 555.15%-544.4pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,052 | $4,344-52.8% | $6,162-66.7% | $2,565-20.0% |
| Participant deferral / active EE | $3,895 | $6,260-37.8% | $8,221-52.6% | $3,952-1.4% |
| Admin fee / account holder | $4,215 | $8,630-51.2% | $12,045-65.0% | $6,260-32.7% |