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 | $96,443 | $100,970-4.5% | $96,576-0.1% | $137,256-29.7% |
| Participation rate | 53.3% | 82.6%-29.3pp | 81.4%-28.1pp | 80.0%-26.6pp |
| Annual return | 9.91% | 38.16%-28.3pp | 38.47%-28.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $3,399 | $3,809-10.8% | $3,553-4.3% | $4,156-18.2% |
| Participant deferral / active EE | $6,310 | $8,286-23.9% | $7,956-20.7% | $6,407-1.5% |
| Admin fee / account holder | $15,601 | $11,312+37.9% | $11,381+37.1% | $12,270+27.1% |