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 | $98,032 | $94,625+3.6% | $116,228-15.7% | $84,808+15.6% |
| Participation rate | 59.3% | 70.4%-11.2pp | 74.6%-15.3pp | 68.3%-9.1pp |
| Annual return | 10.57% | 20.40%-9.8pp | 90.06%-79.5pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,652 | $2,347-29.6% | $2,994-44.8% | $2,631-37.2% |
| Participant deferral / active EE | $5,772 | $3,972+45.3% | $4,953+16.5% | $4,212+37.1% |
| Admin fee / account holder | $2,110 | $10,091-79.1% | $11,989-82.4% | $7,344-71.3% |