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 | $85,344 | $58,694+45.4% | $142,863-40.3% | $85,850-0.6% |
| Participation rate | 64.0% | 58.5%+5.5pp | 71.9%-7.9pp | 69.3%-5.3pp |
| Annual return | 11.49% | 27.72%-16.2pp | 5637.54%-5626.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,949 | $1,423+37.0% | $4,144-53.0% | $2,565-24.0% |
| Participant deferral / active EE | $3,507 | $2,607+34.5% | $3,837-8.6% | $3,952-11.2% |
| Admin fee / account holder | $823 | $4,239-80.6% | $6,560-87.5% | $6,260-86.9% |