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 | $80,887 | $80,717+0.2% | $154,803-47.7% | $84,808-4.6% |
| Participation rate | 67.2% | 66.8%+0.4pp | 78.1%-10.9pp | 68.3%-1.1pp |
| Annual return | 12.84% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,459 | $2,761-10.9% | $4,305-42.9% | $2,631-6.5% |
| Participant deferral / active EE | $3,859 | $3,303+16.8% | $5,540-30.4% | $4,212-8.4% |
| Admin fee / account holder | $4,441 | $6,746-34.2% | $14,329-69.0% | $7,344-39.5% |