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 | $68,894 | $63,346+8.8% | $92,233-25.3% | $70,131-1.8% |
| Participation rate | 65.0% | 68.7%-3.7pp | 76.5%-11.5pp | 69.5%-4.5pp |
| Annual return | 12.22% | 530.12%-517.9pp | 176.28%-164.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $913 | $2,471-63.1% | $3,679-75.2% | $2,342-61.0% |
| Participant deferral / active EE | $2,891 | $2,854+1.3% | $3,897-25.8% | $3,332-13.2% |
| Admin fee / account holder | $5,967 | $3,840+55.4% | $5,194+14.9% | $4,645+28.4% |