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 | $72,081 | $68,346+5.5% | $94,646-23.8% | $75,163-4.1% |
| Participation rate | 62.1% | 76.1%-14.0pp | 80.8%-18.8pp | 67.2%-5.1pp |
| Annual return | 15.45% | 616.93%-601.5pp | 156.71%-141.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,104 | $2,701-22.1% | $3,672-42.7% | $2,670-21.2% |
| Participant deferral / active EE | $3,050 | $6,537-53.3% | $7,418-58.9% | $4,125-26.1% |
| Admin fee / account holder | $701 | $5,326-86.8% | $7,231-90.3% | $5,651-87.6% |