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 | $98,945 | $111,535-11.3% | $105,223-6.0% | $137,256-27.9% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 10.15% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,393 | $3,939-64.6% | $3,689-62.2% | $4,156-66.5% |
| Participant deferral / active EE | $1,898 | $5,500-65.5% | $5,072-62.6% | $6,407-70.4% |
| Admin fee / account holder | $8,121 | $9,721-16.5% | $8,859-8.3% | $12,270-33.8% |