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 | $69,098 | $91,190-24.2% | $178,490-61.3% | $79,858-13.5% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.3pp | 69.6%-13.0pp |
| Annual return | 9.97% | 24.19%-14.2pp | 151.07%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,220 | $3,256-62.5% | $5,011-75.7% | $2,471-50.6% |
| Participant deferral / active EE | $1,952 | $3,236-39.7% | $5,202-62.5% | $3,740-47.8% |
| Admin fee / account holder | $7,795 | $6,751+15.5% | $13,984-44.3% | $5,306+46.9% |