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 | $61,265 | $51,175+19.7% | $70,515-13.1% | $75,163-18.5% |
| Participation rate | 62.9% | 60.9%+1.9pp | 68.3%-5.5pp | 67.2%-4.3pp |
| Annual return | 12.08% | 30.02%-17.9pp | 32.77%-20.7pp | 160.62%-148.5pp |
| Employer contribution / active EE | $818 | $1,826-55.2% | $2,973-72.5% | $2,670-69.4% |
| Participant deferral / active EE | $3,123 | $2,849+9.6% | $4,567-31.6% | $4,125-24.3% |
| Admin fee / account holder | $4,746 | $4,091+16.0% | $6,412-26.0% | $5,651-16.0% |