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 | $98,589 | $98,750-0.2% | $149,696-34.1% | $79,858+23.5% |
| Participation rate | 26.9% | 75.8%-48.8pp | 82.5%-55.6pp | 69.6%-42.7pp |
| Annual return | 11.93% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,098 | $3,216-34.8% | $4,644-54.8% | $2,471-15.1% |
| Participant deferral / active EE | $2,591 | $5,680-54.4% | $6,842-62.1% | $3,740-30.7% |
| Admin fee / account holder | $26,841 | $6,053+343.5% | $9,309+188.3% | $5,306+405.8% |