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 | $54,385 | $60,892-10.7% | $82,389-34.0% | $84,808-35.9% |
| Participation rate | 67.4% | 63.3%+4.2pp | 69.5%-2.1pp | 68.3%-0.9pp |
| Annual return | 7.71% | 37.29%-29.6pp | 28.67%-21.0pp | 40.90%-33.2pp |
| Employer contribution / active EE | $2,794 | $1,779+57.0% | $2,517+11.0% | $2,631+6.2% |
| Participant deferral / active EE | $4,154 | $3,179+30.7% | $4,1550% | $4,212-1.4% |
| Admin fee / account holder | $3,659 | $5,467-33.1% | $7,231-49.4% | $7,344-50.2% |