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 | $98,036 | $98,750-0.7% | $149,696-34.5% | $79,858+22.8% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 2.55% | 27.43%-24.9pp | 276.60%-274.0pp | 31.71%-29.2pp |
| Employer contribution / active EE | $1,779 | $3,216-44.7% | $4,644-61.7% | $2,471-28.0% |
| Participant deferral / active EE | $4,183 | $5,680-26.4% | $6,842-38.9% | $3,740+11.9% |
| Admin fee / account holder | $6,560 | $6,053+8.4% | $9,309-29.5% | $5,306+23.6% |