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 | $70,309 | $55,706+26.2% | $75,886-7.4% | $72,985-3.7% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.3%-13.5pp | 69.5%-13.7pp |
| Annual return | 16.32% | 27.59%-11.3pp | 30.76%-14.4pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,264 | $1,687-25.0% | $2,500-49.4% | $2,440-48.2% |
| Participant deferral / active EE | $2,352 | $2,634-10.7% | $3,603-34.7% | $3,607-34.8% |
| Admin fee / account holder | $4,067 | $3,978+2.2% | $5,418-24.9% | $5,124-20.6% |