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 | $97,446 | $78,672+23.9% | $109,143-10.7% | $85,850+13.5% |
| Participation rate | 61.5% | 68.3%-6.7pp | 75.9%-14.3pp | 69.3%-7.8pp |
| Annual return | 10.71% | 25.09%-14.4pp | 25.75%-15.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,485 | $2,735-45.7% | $3,722-60.1% | $2,565-42.1% |
| Participant deferral / active EE | $4,619 | $3,467+33.2% | $4,653-0.7% | $3,952+16.9% |
| Admin fee / account holder | $1,422 | $5,469-74.0% | $6,752-78.9% | $6,260-77.3% |