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 | $61,388 | $93,571-34.4% | $135,903-54.8% | $75,163-18.3% |
| Participation rate | 64.4% | 75.2%-10.7pp | 81.9%-17.5pp | 67.2%-2.7pp |
| Annual return | 13.35% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,607 | $3,537+2.0% | $4,856-25.7% | $2,670+35.1% |
| Participant deferral / active EE | $8,106 | $6,404+26.6% | $7,758+4.5% | $4,125+96.5% |
| Admin fee / account holder | $8,719 | $6,975+25.0% | $10,762-19.0% | $5,651+54.3% |