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 | $80,254 | $159,901-49.8% | $146,958-45.4% | $145,922-45.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.35% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,300 | $5,286-37.6% | $4,933-33.1% | $4,660-29.2% |
| Participant deferral / active EE | $9,476 | $8,428+12.4% | $8,070+17.4% | $6,688+41.7% |
| Admin fee / account holder | $396 | $15,044-97.4% | $12,998-97.0% | $13,397-97.0% |