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 | $100,331 | $89,753+11.8% | $107,525-6.7% | $84,808+18.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 8.67% | 29.48%-20.8pp | 181.32%-172.7pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,878 | $3,113-39.7% | $3,754-50.0% | $2,631-28.6% |
| Participant deferral / active EE | $4,366 | $4,056+7.6% | $5,116-14.6% | $4,212+3.7% |
| Admin fee / account holder | $2,838 | $7,222-60.7% | $8,919-68.2% | $7,344-61.4% |