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 | $69,397 | $73,787-5.9% | $98,716-29.7% | $82,448-15.8% |
| Participation rate | 61.6% | 61.4%+0.2pp | 69.3%-7.6pp | 68.1%-6.4pp |
| Annual return | 10.38% | 18.57%-8.2pp | 31.81%-21.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,891 | $1,511+91.3% | $2,279+26.9% | $2,551+13.3% |
| Participant deferral / active EE | $1,409 | $3,081-54.3% | $4,048-65.2% | $4,139-66.0% |
| Admin fee / account holder | $2,461 | $6,500-62.1% | $8,703-71.7% | $7,234-66.0% |