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 | $67,509 | $144,119-53.2% | $117,854-42.7% | $147,584-54.3% |
| Participation rate | 61.1% | 83.4%-22.3pp | 79.7%-18.6pp | 82.8%-21.7pp |
| Annual return | 3.34% | 531.15%-527.8pp | 335.08%-331.7pp | 578.55%-575.2pp |
| Employer contribution / active EE | $2,053 | $4,896-58.1% | $3,786-45.8% | $4,876-57.9% |
| Participant deferral / active EE | $3,154 | $5,316-40.7% | $4,482-29.6% | $5,439-42.0% |
| Admin fee / account holder | $329 | $10,886-97.0% | $8,020-95.9% | $10,885-97.0% |