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 | $110,504 | $112,881-2.1% | $90,951+21.5% | $158,922-30.5% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 3.05% | 215.79%-212.7pp | 134.60%-131.5pp | 302.83%-299.8pp |
| Employer contribution / active EE | $2,831 | $2,893-2.1% | $2,122+33.4% | $4,761-40.5% |
| Participant deferral / active EE | $2,831 | $4,128-31.4% | $3,373-16.1% | $5,982-52.7% |
| Admin fee / account holder | $869 | $8,041-89.2% | $5,959-85.4% | $11,246-92.3% |