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 | $94,639 | $109,327-13.4% | $89,391+5.9% | $158,922-40.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 2.12% | 345.68%-343.6pp | 245.62%-243.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,768 | $3,170-44.2% | $2,586-31.6% | $4,761-62.9% |
| Participant deferral / active EE | $5,029 | $4,598+9.4% | $3,890+29.3% | $5,982-15.9% |
| Admin fee / account holder | $917 | $6,153-85.1% | $4,881-81.2% | $11,246-91.8% |