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 | $123,850 | $176,056-29.7% | $159,436-22.3% | $167,490-26.1% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 6.27% | 331.75%-325.5pp | 263.57%-257.3pp | 478.56%-472.3pp |
| Employer contribution / active EE | $2,105 | $5,297-60.3% | $4,829-56.4% | $4,837-56.5% |
| Participant deferral / active EE | $6,475 | $7,750-16.5% | $7,352-11.9% | $6,341+2.1% |
| Admin fee / account holder | $18,252 | $12,554+45.4% | $10,799+69.0% | $12,309+48.3% |