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 | $70,225 | $58,234+20.6% | $81,783-14.1% | $80,874-13.2% |
| Participation rate | 61.9% | 63.4%-1.5pp | 72.4%-10.4pp | 67.6%-5.7pp |
| Annual return | 9.97% | 41.70%-31.7pp | 775.05%-765.1pp | 35.62%-25.6pp |
| Employer contribution / active EE | $2,724 | $2,341+16.3% | $2,913-6.5% | $2,756-1.2% |
| Participant deferral / active EE | $4,029 | $3,283+22.7% | $4,320-6.7% | $4,297-6.2% |
| Admin fee / account holder | $2,072 | $4,982-58.4% | $7,380-71.9% | $6,935-70.1% |