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 | $86,966 | $76,670+13.4% | $96,683-10.1% | $71,457+21.7% |
| Participation rate | 68.8% | 66.6%+2.2pp | 74.3%-5.5pp | 67.9%+0.9pp |
| Annual return | 13.01% | 48.29%-35.3pp | 35.69%-22.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,612 | $3,031-46.8% | $3,737-56.9% | $2,588-37.7% |
| Participant deferral / active EE | $2,676 | $3,771-29.0% | $4,878-45.1% | $4,289-37.6% |
| Admin fee / account holder | $10,374 | $2,028+411.5% | $6,730+54.2% | $1,587+553.5% |