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 | $99,526 | $157,256-36.7% | $141,162-29.5% | $152,861-34.9% |
| Participation rate | 56.5% | 84.8%-28.3pp | 82.5%-25.9pp | 82.4%-25.9pp |
| Annual return | 13.88% | 64.32%-50.4pp | 71.39%-57.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,283 | $5,261-56.6% | $4,735-51.8% | $4,762-52.1% |
| Participant deferral / active EE | $5,674 | $7,109-20.2% | $6,709-15.4% | $5,850-3.0% |
| Admin fee / account holder | $12,222 | $12,120+0.8% | $10,261+19.1% | $11,596+5.4% |