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 | $86,953 | $74,927+16.0% | $101,794-14.6% | $84,808+2.5% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.2%-11.1pp | 68.3%-10.2pp |
| Annual return | 11.32% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,383 | $1,522-9.1% | $2,289-39.6% | $2,631-47.4% |
| Participant deferral / active EE | $3,082 | $3,099-0.6% | $4,084-24.5% | $4,212-26.8% |
| Admin fee / account holder | $5,180 | $6,514-20.5% | $8,777-41.0% | $7,344-29.5% |