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 | $66,644 | $64,324+3.6% | $118,925-44.0% | $79,858-16.5% |
| Participation rate | 63.6% | 64.9%-1.2pp | 75.4%-11.7pp | 69.6%-6.0pp |
| Annual return | 4.98% | 86.45%-81.5pp | 35.88%-30.9pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,269 | $1,836-30.9% | $3,263-61.1% | $2,471-48.6% |
| Participant deferral / active EE | $2,056 | $2,824-27.2% | $4,265-51.8% | $3,740-45.0% |
| Admin fee / account holder | $3,312 | $4,040-18.0% | $6,581-49.7% | $5,306-37.6% |