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 | $78,721 | $57,016+38.1% | $84,966-7.4% | $80,856-2.6% |
| Participation rate | 43.1% | 56.3%-13.2pp | 67.5%-24.4pp | 67.6%-24.5pp |
| Annual return | 10.48% | 21.66%-11.2pp | 66.38%-55.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,932 | $1,798+7.5% | $2,727-29.1% | $2,755-29.9% |
| Participant deferral / active EE | $4,346 | $3,110+39.7% | $4,519-3.8% | $4,296+1.2% |
| Admin fee / account holder | $8,027 | $4,980+61.2% | $6,149+30.5% | $6,918+16.0% |