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 | $103,602 | $171,164-39.5% | $127,761-18.9% | $152,861-32.2% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.0%-12.3pp | 82.4%-15.8pp |
| Annual return | 3.25% | 23.54%-20.3pp | 26.14%-22.9pp | 345.32%-342.1pp |
| Employer contribution / active EE | $2,897 | $5,447-46.8% | $4,574-36.7% | $4,762-39.2% |
| Participant deferral / active EE | $7,278 | $7,038+3.4% | $6,021+20.9% | $5,850+24.4% |
| Admin fee / account holder | $1,527 | $14,530-89.5% | $9,395-83.7% | $11,596-86.8% |