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 | $49,755 | $183,963-73.0% | $162,163-69.3% | $152,861-67.5% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.6%-62.6pp | 82.4%-57.4pp |
| Annual return | 3.91% | 150.76%-146.8pp | 115.59%-111.7pp | 345.32%-341.4pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,313 | $8,034-58.8% | $7,298-54.6% | $5,850-43.4% |
| Admin fee / account holder | $6,576 | $13,121-49.9% | $10,843-39.4% | $11,596-43.3% |