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 | $65,213 | $65,041+0.3% | $90,951-28.3% | $79,858-18.3% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.0%-17.8pp | 69.6%-18.4pp |
| Annual return | 5.09% | 30.45%-25.4pp | 134.60%-129.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $962 | $1,247-22.9% | $2,122-54.7% | $2,471-61.1% |
| Participant deferral / active EE | $2,302 | $2,512-8.4% | $3,373-31.7% | $3,740-38.4% |
| Admin fee / account holder | $1,247 | $4,536-72.5% | $5,959-79.1% | $5,306-76.5% |