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 | $73,077 | $80,968-9.7% | $96,544-24.3% | $75,163-2.8% |
| Participation rate | 67.6% | 71.8%-4.1pp | 76.0%-8.3pp | 67.2%+0.5pp |
| Annual return | 11.87% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,621 | $2,282-29.0% | $2,965-45.3% | $2,670-39.3% |
| Participant deferral / active EE | $9,624 | $3,928+145.0% | $4,851+98.4% | $4,125+133.3% |
| Admin fee / account holder | $6,160 | $6,724-8.4% | $8,252-25.4% | $5,651+9.0% |