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 | $210,454 | $150,440+39.9% | $136,294+54.4% | $147,584+42.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 9.35% | 1049.08%-1039.7pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,265 | $5,256-75.9% | $4,695-73.1% | $4,876-74.1% |
| Participant deferral / active EE | $10,435 | $6,630+57.4% | $6,247+67.0% | $5,439+91.9% |
| Admin fee / account holder | $9,093 | $10,905-16.6% | $9,243-1.6% | $10,885-16.5% |