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 | $91,591 | $106,515-14.0% | $96,683-5.3% | $139,434-34.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 2.22% | 38.43%-36.2pp | 35.69%-33.5pp | 372.94%-370.7pp |
| Employer contribution / active EE | $3,680 | $4,103-10.3% | $3,737-1.5% | $4,751-22.5% |
| Participant deferral / active EE | $4,569 | $5,454-16.2% | $4,878-6.3% | $6,710-31.9% |
| Admin fee / account holder | $1,721 | $7,877-78.2% | $6,730-74.4% | $11,403-84.9% |