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 | $99,051 | $117,381-15.6% | $99,443-0.4% | $152,861-35.2% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.4%-19.9pp |
| Annual return | 4.19% | 31.87%-27.7pp | 30.72%-26.5pp | 345.32%-341.1pp |
| Employer contribution / active EE | $8,071 | $3,013+167.9% | $2,540+217.8% | $4,762+69.5% |
| Participant deferral / active EE | $799 | $4,086-80.5% | $3,619-77.9% | $5,850-86.3% |
| Admin fee / account holder | $432 | $7,631-94.3% | $6,250-93.1% | $11,596-96.3% |