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 | $85,160 | $150,440-43.4% | $136,294-37.5% | $147,584-42.3% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 3.06% | 1049.08%-1046.0pp | 5155.94%-5152.9pp | 578.55%-575.5pp |
| Employer contribution / active EE | $1,952 | $5,256-62.9% | $4,695-58.4% | $4,876-60.0% |
| Participant deferral / active EE | $4,411 | $6,630-33.5% | $6,247-29.4% | $5,439-18.9% |
| Admin fee / account holder | $24,184 | $10,905+121.8% | $9,243+161.6% | $10,885+122.2% |