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 | $63,997 | $165,335-61.3% | $149,696-57.2% | $158,922-59.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.67% | 348.15%-340.5pp | 276.60%-268.9pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,082 | $5,103-59.2% | $4,644-55.2% | $4,761-56.3% |
| Participant deferral / active EE | $8,219 | $7,181+14.4% | $6,842+20.1% | $5,982+37.4% |
| Admin fee / account holder | $11,418 | $10,807+5.7% | $9,309+22.7% | $11,246+1.5% |