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 | $89,404 | $74,927+19.3% | $101,794-12.2% | $84,808+5.4% |
| Participation rate | 66.1% | 61.4%+4.7pp | 69.2%-3.1pp | 68.3%-2.2pp |
| Annual return | 7.51% | 18.70%-11.2pp | 30.53%-23.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $526 | $1,522-65.4% | $2,289-77.0% | $2,631-80.0% |
| Participant deferral / active EE | $3,879 | $3,099+25.2% | $4,084-5.0% | $4,212-7.9% |
| Admin fee / account holder | $6,468 | $6,514-0.7% | $8,777-26.3% | $7,344-11.9% |