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 | $78,037 | $98,750-21.0% | $149,696-47.9% | $79,858-2.3% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.5%-18.2pp | 69.6%-5.3pp |
| Annual return | 12.26% | 27.43%-15.2pp | 276.60%-264.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,906 | $3,216-40.8% | $4,644-59.0% | $2,471-22.9% |
| Participant deferral / active EE | $4,645 | $5,680-18.2% | $6,842-32.1% | $3,740+24.2% |
| Admin fee / account holder | $9,127 | $6,053+50.8% | $9,309-1.9% | $5,306+72.0% |