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 | $121,724 | $103,376+17.7% | $87,100+39.8% | $152,861-20.4% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.9%-12.2pp | 82.4%-17.7pp |
| Annual return | 8.99% | 28.10%-19.1pp | 28.19%-19.2pp | 345.32%-336.3pp |
| Employer contribution / active EE | $2,477 | $3,220-23.1% | $2,521-1.8% | $4,762-48.0% |
| Participant deferral / active EE | $4,455 | $4,778-6.8% | $4,049+10.0% | $5,850-23.8% |
| Admin fee / account holder | $3,906 | $12,205-68.0% | $7,497-47.9% | $11,596-66.3% |