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 | $94,690 | $91,190+3.8% | $178,490-46.9% | $79,858+18.6% |
| Participation rate | 46.0% | 69.2%-23.2pp | 81.9%-35.9pp | 69.6%-23.6pp |
| Annual return | 9.48% | 24.19%-14.7pp | 151.07%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,633 | $3,256-49.8% | $5,011-67.4% | $2,471-33.9% |
| Participant deferral / active EE | $4,161 | $3,236+28.6% | $5,202-20.0% | $3,740+11.3% |
| Admin fee / account holder | $2,588 | $6,751-61.7% | $13,984-81.5% | $5,306-51.2% |