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 9-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 | $94,108 | $102,317-8.0% | $146,958-36.0% | $80,856+16.4% |
| Participation rate | 60.4% | 75.8%-15.4pp | 82.2%-21.7pp | 67.6%-7.2pp |
| Annual return | 11.06% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,188 | $3,713-41.1% | $4,933-55.6% | $2,755-20.6% |
| Participant deferral / active EE | $5,082 | $6,644-23.5% | $8,070-37.0% | $4,296+18.3% |
| Admin fee / account holder | $6,977 | $7,941-12.1% | $12,998-46.3% | $6,918+0.9% |