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 | $136,032 | $117,983+15.3% | $101,794+33.6% | $142,382-4.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 8.45% | 36.92%-28.5pp | 30.53%-22.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,296 | $2,773-53.3% | $2,289-43.4% | $4,299-69.9% |
| Participant deferral / active EE | $8,674 | $4,714+84.0% | $4,084+112.4% | $6,507+33.3% |
| Admin fee / account holder | $1,642 | $10,433-84.3% | $8,777-81.3% | $12,624-87.0% |