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 | $86,885 | $87,013-0.1% | $106,213-18.2% | $80,856+7.5% |
| Participation rate | 69.0% | 70.4%-1.5pp | 75.3%-6.3pp | 67.6%+1.3pp |
| Annual return | 9.93% | 17.05%-7.1pp | 116.14%-106.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,396 | $2,395-41.7% | $3,171-56.0% | $2,755-49.3% |
| Participant deferral / active EE | $2,974 | $3,986-25.4% | $5,016-40.7% | $4,296-30.8% |
| Admin fee / account holder | $6,542 | $8,431-22.4% | $11,033-40.7% | $6,918-5.4% |