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 | $98,261 | $83,477+17.7% | $125,175-21.5% | $72,985+34.6% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.5%-13.5pp |
| Annual return | 3.47% | 25.78%-22.3pp | 43.79%-40.3pp | 81.00%-77.5pp |
| Employer contribution / active EE | $800 | $2,345-65.9% | $3,865-79.3% | $2,440-67.2% |
| Participant deferral / active EE | $4,002 | $3,585+11.6% | $4,937-18.9% | $3,607+10.9% |
| Admin fee / account holder | $1,898 | $5,517-65.6% | $9,702-80.4% | $5,124-63.0% |