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 | $116,840 | $106,584+9.6% | $101,326+15.3% | $142,382-17.9% |
| Participation rate | 63.6% | 82.7%-19.1pp | 81.5%-17.9pp | 80.1%-16.5pp |
| Annual return | 12.57% | 36.93%-24.4pp | 36.82%-24.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $366 | $3,956-90.7% | $3,665-90.0% | $4,299-91.5% |
| Participant deferral / active EE | $2,384 | $8,297-71.3% | $7,994-70.2% | $6,507-63.4% |
| Admin fee / account holder | $1,360 | $11,446-88.1% | $11,185-87.8% | $12,624-89.2% |