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 | $145,954 | $209,411-30.3% | $178,490-18.2% | $158,922-8.2% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | 4.14% | 188.75%-184.6pp | 151.07%-146.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,287 | $5,706-77.4% | $5,011-74.3% | $4,761-73.0% |
| Participant deferral / active EE | $6,312 | $5,954+6.0% | $5,202+21.3% | $5,982+5.5% |
| Admin fee / account holder | $1,917 | $17,074-88.8% | $13,984-86.3% | $11,246-83.0% |