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 | $65,162 | $72,492-10.1% | $87,100-25.2% | $72,985-10.7% |
| Participation rate | 59.2% | 72.8%-13.7pp | 76.9%-17.7pp | 69.5%-10.3pp |
| Annual return | 13.38% | 24.46%-11.1pp | 28.19%-14.8pp | 81.00%-67.6pp |
| Employer contribution / active EE | $1,312 | $1,894-30.7% | $2,521-48.0% | $2,440-46.2% |
| Participant deferral / active EE | $3,022 | $3,270-7.6% | $4,049-25.3% | $3,607-16.2% |
| Admin fee / account holder | $9,623 | $5,055+90.4% | $7,497+28.4% | $5,124+87.8% |