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 | $77,039 | $72,492+6.3% | $87,100-11.6% | $72,985+5.6% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 14.51% | 24.46%-9.9pp | 28.19%-13.7pp | 81.00%-66.5pp |
| Employer contribution / active EE | $695 | $1,894-63.3% | $2,521-72.4% | $2,440-71.5% |
| Participant deferral / active EE | $3,599 | $3,270+10.1% | $4,049-11.1% | $3,607-0.2% |
| Admin fee / account holder | $4,468 | $5,055-11.6% | $7,497-40.4% | $5,124-12.8% |