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 | $106,899 | $91,552+16.8% | $133,956-20.2% | $79,858+33.9% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | 7.81% | 61.85%-54.0pp | 45.09%-37.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $1,762 | $2,384-26.1% | $3,919-55.0% | $2,471-28.7% |
| Participant deferral / active EE | $2,109 | $3,733-43.5% | $5,048-58.2% | $3,740-43.6% |
| Admin fee / account holder | $1,087 | $6,321-82.8% | $8,927-87.8% | $5,306-79.5% |