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 | $72,338 | $59,839+20.9% | $81,983-11.8% | $79,858-9.4% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.2%+0.4pp | 69.6%+0.1pp |
| Annual return | 6.52% | 17.56%-11.0pp | 41.31%-34.8pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,515 | $1,713-11.6% | $2,498-39.4% | $2,471-38.7% |
| Participant deferral / active EE | $3,707 | $2,695+37.5% | $3,722-0.4% | $3,740-0.9% |
| Admin fee / account holder | $422 | $4,287-90.2% | $5,664-92.5% | $5,306-92.0% |