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 | $103,862 | $93,170+11.5% | $100,534+3.3% | $84,808+22.5% |
| Participation rate | 69.0% | 75.8%-6.8pp | 80.6%-11.6pp | 68.3%+0.7pp |
| Annual return | 10.68% | 47.13%-36.4pp | 32.66%-22.0pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,667 | $3,985-33.1% | $4,346-38.6% | $2,631+1.4% |
| Participant deferral / active EE | $5,534 | $5,699-2.9% | $6,144-9.9% | $4,212+31.4% |
| Admin fee / account holder | $1,100 | $7,382-85.1% | $7,654-85.6% | $7,344-85.0% |