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 | $85,573 | $73,933+15.7% | $96,683-11.5% | $75,163+13.8% |
| Participation rate | 57.9% | 66.4%-8.5pp | 74.3%-16.4pp | 67.2%-9.3pp |
| Annual return | 12.06% | 26.70%-14.6pp | 35.69%-23.6pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,078 | $2,928-63.2% | $3,737-71.2% | $2,670-59.6% |
| Participant deferral / active EE | $3,187 | $3,659-12.9% | $4,878-34.7% | $4,125-22.7% |
| Admin fee / account holder | $1,952 | $5,216-62.6% | $6,730-71.0% | $5,651-65.5% |