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 | $80,307 | $171,865-53.3% | $149,718-46.4% | $147,584-45.6% |
| Participation rate | 54.2% | 88.2%-34.0pp | 87.1%-32.9pp | 82.8%-28.7pp |
| Annual return | 8.00% | 2113.22%-2105.2pp | 1501.63%-1493.6pp | 578.55%-570.5pp |
| Employer contribution / active EE | $1,420 | $6,275-77.4% | $5,445-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $3,651 | $7,271-49.8% | $6,569-44.4% | $5,439-32.9% |
| Admin fee / account holder | $1,731 | $13,799-87.5% | $11,283-84.7% | $10,885-84.1% |