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 | $76,694 | $61,774+24.2% | $97,226-21.1% | $80,856-5.1% |
| Participation rate | 64.4% | 63.5%+0.9pp | 72.7%-8.3pp | 67.6%-3.2pp |
| Annual return | 10.11% | -557.90%+568.0pp | 75.13%-65.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $557 | $1,837-69.7% | $2,729-79.6% | $2,755-79.8% |
| Participant deferral / active EE | $3,807 | $3,029+25.7% | $4,264-10.7% | $4,296-11.4% |
| Admin fee / account holder | $6,475 | $5,166+25.3% | $5,654+14.5% | $6,918-6.4% |