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 | $75,118 | $73,933+1.6% | $96,683-22.3% | $75,163-0.1% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 12.64% | 26.70%-14.1pp | 35.69%-23.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,017 | $2,928-31.1% | $3,737-46.0% | $2,670-24.4% |
| Participant deferral / active EE | $3,723 | $3,659+1.8% | $4,878-23.7% | $4,125-9.7% |
| Admin fee / account holder | $12,915 | $5,216+147.6% | $6,730+91.9% | $5,651+128.5% |