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 | $85,824 | $98,750-13.1% | $149,696-42.7% | $79,858+7.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 9.39% | 27.43%-18.0pp | 276.60%-267.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,505 | $3,216-53.2% | $4,644-67.6% | $2,471-39.1% |
| Participant deferral / active EE | $3,526 | $5,680-37.9% | $6,842-48.5% | $3,740-5.7% |
| Admin fee / account holder | $4,150 | $6,053-31.4% | $9,309-55.4% | $5,306-21.8% |