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 | $95,676 | $70,756+35.2% | $65,493+46.1% | $142,382-32.8% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 9.89% | 1754.89%-1745.0pp | 982.45%-972.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,562 | $2,881-11.1% | $2,574-0.5% | $4,299-40.4% |
| Participant deferral / active EE | $3,917 | $4,637-15.5% | $3,961-1.1% | $6,507-39.8% |
| Admin fee / account holder | $2,256 | $6,559-65.6% | $5,028-55.1% | $12,624-82.1% |