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 | $94,294 | $110,809-14.9% | $86,874+8.5% | $167,490-43.7% |
| Participation rate | 63.2% | 75.8%-12.6pp | 71.6%-8.5pp | 82.1%-18.9pp |
| Annual return | 6.25% | 116.98%-110.7pp | 63.52%-57.3pp | 478.56%-472.3pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,170 | $4,546-30.3% | $3,699-14.3% | $6,341-50.0% |
| Admin fee / account holder | $9,210 | $8,415+9.5% | $5,828+58.0% | $12,309-25.2% |