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 | $93,099 | $77,899+19.5% | $149,673-37.8% | $75,163+23.9% |
| Participation rate | 64.9% | 65.6%-0.7pp | 78.8%-13.9pp | 67.2%-2.3pp |
| Annual return | 10.11% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,294 | $3,137-58.8% | $4,818-73.1% | $2,670-51.5% |
| Participant deferral / active EE | $2,624 | $3,411-23.1% | $5,680-53.8% | $4,125-36.4% |
| Admin fee / account holder | $661 | $5,956-88.9% | $13,210-95.0% | $5,651-88.3% |