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 | $60,234 | $62,573-3.7% | $85,682-29.7% | $85,850-29.8% |
| Participation rate | 68.9% | 61.1%+7.7pp | 69.9%-1.0pp | 69.3%-0.4pp |
| Annual return | 7.93% | 23.77%-15.8pp | 21.49%-13.6pp | 318.53%-310.6pp |
| Employer contribution / active EE | $3,123 | $1,757+77.8% | $2,618+19.3% | $2,565+21.7% |
| Participant deferral / active EE | $5,047 | $2,802+80.1% | $3,923+28.7% | $3,952+27.7% |
| Admin fee / account holder | $7,731 | $4,640+66.6% | $6,873+12.5% | $6,260+23.5% |