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 | $84,467 | $63,703+32.6% | $93,063-9.2% | $82,448+2.4% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.1%-18.1pp |
| Annual return | 12.53% | -775.43%+788.0pp | 34.15%-21.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $684 | $1,729-60.4% | $2,476-72.4% | $2,551-73.2% |
| Participant deferral / active EE | $897 | $2,919-69.3% | $3,958-77.3% | $4,139-78.3% |
| Admin fee / account holder | $1,080 | $5,982-81.9% | $6,033-82.1% | $7,234-85.1% |