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 | $126,063 | $166,020-24.1% | $164,866-23.5% | $145,959-13.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 8.07% | 100.08%-92.0pp | 69.97%-61.9pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,526 | $5,275-71.1% | $4,343-64.9% | $4,661-67.3% |
| Participant deferral / active EE | $2,905 | $6,961-58.3% | $6,033-51.8% | $6,689-56.6% |
| Admin fee / account holder | $13,793 | $16,644-17.1% | $12,689+8.7% | $13,398+2.9% |