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 | $93,744 | $101,724-7.8% | $164,813-43.1% | $80,856+15.9% |
| Participation rate | 44.0% | 71.8%-27.8pp | 78.6%-34.6pp | 67.6%-23.6pp |
| Annual return | 9.36% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.2pp |
| Employer contribution / active EE | $5,709 | $2,953+93.3% | $4,341+31.5% | $2,755+107.2% |
| Participant deferral / active EE | $4,787 | $4,477+6.9% | $6,031-20.6% | $4,296+11.4% |
| Admin fee / account holder | $186,416 | $8,227+2165.8% | $12,690+1369.0% | $6,918+2594.7% |