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 | $78,824 | $77,314+2.0% | $177,989-55.7% | $80,856-2.5% |
| Participation rate | 67.9% | 65.7%+2.2pp | 77.1%-9.2pp | 67.6%+0.2pp |
| Annual return | 9.11% | 18.09%-9.0pp | 294.48%-285.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,098 | $2,292-52.1% | $3,949-72.2% | $2,755-60.1% |
| Participant deferral / active EE | $4,586 | $4,411+4.0% | $6,276-26.9% | $4,296+6.7% |
| Admin fee / account holder | $1,121 | $7,191-84.4% | $10,363-89.2% | $6,918-83.8% |