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 | $65,909 | $65,561+0.5% | $91,541-28.0% | $74,304-11.3% |
| Participation rate | 61.5% | 56.6%+4.9pp | 69.8%-8.2pp | 60.3%+1.2pp |
| Annual return | 11.96% | 17.68%-5.7pp | 20.50%-8.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,711 | $1,717-0.4% | $2,505-31.7% | $2,241-23.7% |
| Participant deferral / active EE | $2,750 | $2,918-5.8% | $4,008-31.4% | $3,767-27.0% |
| Admin fee / account holder | $996 | $3,333-70.1% | $6,956-85.7% | $2,969-66.4% |