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 | $68,466 | $63,346+8.1% | $92,233-25.8% | $70,131-2.4% |
| Participation rate | 67.7% | 68.7%-0.9pp | 76.5%-8.7pp | 69.5%-1.8pp |
| Annual return | 10.69% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,186 | $2,471-52.0% | $3,679-67.8% | $2,342-49.3% |
| Participant deferral / active EE | $2,282 | $2,854-20.0% | $3,897-41.4% | $3,332-31.5% |
| Admin fee / account holder | $12,970 | $3,840+237.7% | $5,194+149.7% | $4,645+179.2% |