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 | $144,872 | $149,734-3.2% | $118,925+21.8% | $158,922-8.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 3.99% | 19.95%-16.0pp | 35.88%-31.9pp | 302.83%-298.8pp |
| Employer contribution / active EE | $3,709 | $4,115-9.9% | $3,263+13.7% | $4,761-22.1% |
| Participant deferral / active EE | $8,500 | $5,223+62.7% | $4,265+99.3% | $5,982+42.1% |
| Admin fee / account holder | $2,789 | $8,603-67.6% | $6,581-57.6% | $11,246-75.2% |