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 | $90,061 | $62,573+43.9% | $85,682+5.1% | $85,850+4.9% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.9%-3.2pp | 69.3%-2.6pp |
| Annual return | 8.11% | 23.77%-15.7pp | 21.49%-13.4pp | 318.53%-310.4pp |
| Employer contribution / active EE | $2,238 | $1,757+27.4% | $2,618-14.5% | $2,565-12.8% |
| Participant deferral / active EE | $5,429 | $2,802+93.7% | $3,923+38.4% | $3,952+37.4% |
| Admin fee / account holder | $609 | $4,640-86.9% | $6,873-91.1% | $6,260-90.3% |