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 5-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 | $68,543 | $61,789+10.9% | $97,167-29.5% | $80,874-15.2% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.7%-21.0pp | 67.6%-15.9pp |
| Annual return | 10.07% | -557.90%+568.0pp | 75.27%-65.2pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,628 | $1,837-11.3% | $2,729-40.3% | $2,756-40.9% |
| Participant deferral / active EE | $4,048 | $3,028+33.7% | $4,264-5.1% | $4,297-5.8% |
| Admin fee / account holder | $6,738 | $5,168+30.4% | $5,650+19.3% | $6,935-2.8% |