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 | $68,728 | $72,277-4.9% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 9.05% | 22.30%-13.2pp | 46.47%-37.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $2,482 | $2,692-7.8% | $3,660-32.2% | $2,471+0.5% |
| Participant deferral / active EE | $3,700 | $3,282+12.8% | $4,370-15.3% | $3,740-1.1% |
| Admin fee / account holder | $2,227 | $4,400-49.4% | $5,945-62.5% | $5,306-58.0% |