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 | $92,093 | $50,082+83.9% | $93,406-1.4% | $79,858+15.3% |
| Participation rate | 66.7% | 60.9%+5.7pp | 66.8%-0.1pp | 69.6%-3.0pp |
| Annual return | 8.77% | 24.59%-15.8pp | 78.05%-69.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,103 | $1,303-15.4% | $2,075-46.9% | $2,471-55.4% |
| Participant deferral / active EE | $2,551 | $2,212+15.3% | $3,126-18.4% | $3,740-31.8% |
| Admin fee / account holder | $3,236 | $3,454-6.3% | $5,230-38.1% | $5,306-39.0% |