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 | $91,502 | $84,233+8.6% | $170,442-46.3% | $70,131+30.5% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 7.27% | 23.06%-15.8pp | 205.93%-198.7pp | 73.14%-65.9pp |
| Employer contribution / active EE | $1,414 | $3,387-58.2% | $5,433-74.0% | $2,342-39.6% |
| Participant deferral / active EE | $3,001 | $3,086-2.7% | $4,939-39.2% | $3,332-9.9% |
| Admin fee / account holder | $3,594 | $5,698-36.9% | $13,880-74.1% | $4,645-22.6% |