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 | $62,389 | $46,553+34.0% | $64,056-2.6% | $75,163-17.0% |
| Participation rate | 52.8% | 65.9%-13.2pp | 72.3%-19.5pp | 67.2%-14.4pp |
| Annual return | 10.74% | 26.03%-15.3pp | 33.69%-22.9pp | 160.62%-149.9pp |
| Employer contribution / active EE | $2,676 | $1,974+35.6% | $2,747-2.6% | $2,670+0.2% |
| Participant deferral / active EE | $8,477 | $2,837+198.9% | $3,880+118.5% | $4,125+105.5% |
| Admin fee / account holder | $3,106 | $2,952+5.2% | $3,068+1.2% | $5,651-45.0% |