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 | $87,646 | $104,664-16.3% | $85,682+2.3% | $167,490-47.7% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 8.82% | 21.45%-12.6pp | 21.49%-12.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $911 | $3,337-72.7% | $2,618-65.2% | $4,837-81.2% |
| Participant deferral / active EE | $3,227 | $4,824-33.1% | $3,923-17.7% | $6,341-49.1% |
| Admin fee / account holder | $54,703 | $10,032+445.3% | $6,873+695.9% | $12,309+344.4% |