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 | $95,342 | $99,985-4.6% | $146,665-35.0% | $85,850+11.1% |
| Participation rate | 59.1% | 73.1%-14.0pp | 80.1%-21.0pp | 69.3%-10.2pp |
| Annual return | 8.27% | 18.93%-10.7pp | 22.74%-14.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $1,304 | $2,559-49.1% | $4,136-68.5% | $2,565-49.2% |
| Participant deferral / active EE | $3,875 | $4,006-3.3% | $5,506-29.6% | $3,952-1.9% |
| Admin fee / account holder | $5,602 | $7,702-27.3% | $10,280-45.5% | $6,260-10.5% |