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 | $106,222 | $77,503+37.1% | $100,391+5.8% | $80,856+31.4% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.6%-7.6pp |
| Annual return | 12.29% | 37.20%-24.9pp | 49.20%-36.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,373 | $2,801-15.3% | $3,942-39.8% | $2,755-13.9% |
| Participant deferral / active EE | $5,181 | $6,820-24.0% | $8,082-35.9% | $4,296+20.6% |
| Admin fee / account holder | $2,345 | $5,897-60.2% | $7,899-70.3% | $6,918-66.1% |