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 5-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 | $122,530 | $159,901-23.4% | $146,958-16.6% | $145,922-16.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.31% | 98.13%-95.8pp | 418.34%-416.0pp | 561.29%-559.0pp |
| Employer contribution / active EE | $2,075 | $5,286-60.7% | $4,933-57.9% | $4,660-55.5% |
| Participant deferral / active EE | $10,499 | $8,428+24.6% | $8,070+30.1% | $6,688+57.0% |
| Admin fee / account holder | $429 | $15,044-97.2% | $12,998-96.7% | $13,397-96.8% |