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 | $80,384 | $76,552+5.0% | $123,892-35.1% | $62,891+27.8% |
| Participation rate | 69.7% | 73.0%-3.3pp | 81.4%-11.7pp | 69.3%+0.4pp |
| Annual return | 5.26% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,397 | $2,883+17.8% | $4,617-26.4% | $2,281+48.9% |
| Participant deferral / active EE | $4,209 | $4,840-13.0% | $5,984-29.7% | $3,203+31.4% |
| Admin fee / account holder | $36,739 | $4,826+661.3% | $8,357+339.6% | $4,296+755.3% |