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 | $101,685 | $105,181-3.3% | $159,436-36.2% | $85,850+18.4% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.8%-15.0pp | 69.3%-1.5pp |
| Annual return | 12.30% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,871 | $3,318-43.6% | $4,829-61.3% | $2,565-27.1% |
| Participant deferral / active EE | $4,178 | $5,945-29.7% | $7,352-43.2% | $3,952+5.7% |
| Admin fee / account holder | $2,099 | $6,933-69.7% | $10,799-80.6% | $6,260-66.5% |