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 | $106,047 | $94,625+12.1% | $116,228-8.8% | $84,808+25.0% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.6%-7.9pp | 68.3%-1.6pp |
| Annual return | 12.17% | 20.40%-8.2pp | 90.06%-77.9pp | 40.90%-28.7pp |
| Employer contribution / active EE | $749 | $2,347-68.1% | $2,994-75.0% | $2,631-71.5% |
| Participant deferral / active EE | $2,970 | $3,972-25.2% | $4,953-40.0% | $4,212-29.5% |
| Admin fee / account holder | $3,282 | $10,091-67.5% | $11,989-72.6% | $7,344-55.3% |