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 | $65,084 | $47,848+36.0% | $81,478-20.1% | $70,131-7.2% |
| Participation rate | 45.1% | 58.3%-13.2pp | 68.0%-22.9pp | 69.5%-24.5pp |
| Annual return | 11.69% | 27.25%-15.6pp | 38.78%-27.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,692 | $1,527+10.8% | $2,568-34.1% | $2,342-27.8% |
| Participant deferral / active EE | $2,011 | $2,453-18.0% | $3,537-43.1% | $3,332-39.6% |
| Admin fee / account holder | $3,927 | $3,145+24.9% | $4,561-13.9% | $4,645-15.5% |