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 | $64,161 | $102,317-37.3% | $146,958-56.3% | $80,856-20.6% |
| Participation rate | 61.7% | 75.8%-14.2pp | 82.2%-20.5pp | 67.6%-6.0pp |
| Annual return | 9.96% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,325 | $3,713-64.3% | $4,933-73.1% | $2,755-51.9% |
| Participant deferral / active EE | $5,782 | $6,644-13.0% | $8,070-28.4% | $4,296+34.6% |
| Admin fee / account holder | $6,942 | $7,941-12.6% | $12,998-46.6% | $6,918+0.4% |