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 | $67,150 | $80,673-16.8% | $101,326-33.7% | $84,808-20.8% |
| Participation rate | 67.2% | 77.8%-10.6pp | 81.5%-14.3pp | 68.3%-1.1pp |
| Annual return | 14.20% | 38.95%-24.8pp | 36.82%-22.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,175 | $2,698-56.5% | $3,665-68.0% | $2,631-55.4% |
| Participant deferral / active EE | $3,911 | $6,840-42.8% | $7,994-51.1% | $4,212-7.1% |
| Admin fee / account holder | $6,064 | $12,784-52.6% | $11,185-45.8% | $7,344-17.4% |