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 | $95,880 | $77,503+23.7% | $100,391-4.5% | $80,856+18.6% |
| Participation rate | 64.5% | 76.9%-12.4pp | 81.5%-17.0pp | 67.6%-3.1pp |
| Annual return | 11.73% | 37.20%-25.5pp | 49.20%-37.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,450 | $2,801-12.5% | $3,942-37.8% | $2,755-11.1% |
| Participant deferral / active EE | $5,074 | $6,820-25.6% | $8,082-37.2% | $4,296+18.1% |
| Admin fee / account holder | $882 | $5,897-85.0% | $7,899-88.8% | $6,918-87.2% |