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 | $126,535 | $109,413+15.6% | $156,263-19.0% | $84,808+49.2% |
| Participation rate | 67.7% | 72.7%-4.9pp | 78.9%-11.2pp | 68.3%-0.6pp |
| Annual return | 11.93% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,147 | $2,907-26.2% | $4,333-50.5% | $2,631-18.4% |
| Participant deferral / active EE | $5,715 | $4,590+24.5% | $6,158-7.2% | $4,212+35.7% |
| Admin fee / account holder | $15,719 | $9,357+68.0% | $14,255+10.3% | $7,344+114.0% |