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 | $114,381-13.5% | $107,525-8.0% | $142,382-30.5% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 10.15% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,393 | $4,015-65.3% | $3,754-62.9% | $4,299-67.6% |
| Participant deferral / active EE | $1,898 | $5,564-65.9% | $5,116-62.9% | $6,507-70.8% |
| Admin fee / account holder | $8,121 | $9,860-17.6% | $8,919-8.9% | $12,624-35.7% |