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 | $70,646 | $65,365+8.1% | $92,893-23.9% | $72,985-3.2% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 1.37% | 42.10%-40.7pp | 109.41%-108.0pp | 81.00%-79.6pp |
| Employer contribution / active EE | $1,646 | $2,594-36.6% | $3,653-54.9% | $2,440-32.5% |
| Participant deferral / active EE | $3,653 | $3,128+16.8% | $4,236-13.8% | $3,607+1.3% |
| Admin fee / account holder | $1,130 | $4,251-73.4% | $5,794-80.5% | $5,124-78.0% |