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 | $78,528 | $81,233-3.3% | $155,567-49.5% | $80,874-2.9% |
| Participation rate | 63.0% | 66.2%-3.2pp | 78.2%-15.2pp | 67.6%-4.6pp |
| Annual return | 10.44% | 33.33%-22.9pp | 64.74%-54.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $1,862 | $3,101-39.9% | $4,674-60.2% | $2,756-32.4% |
| Participant deferral / active EE | $3,198 | $3,452-7.4% | $5,628-43.2% | $4,297-25.6% |
| Admin fee / account holder | $3,430 | $7,998-57.1% | $15,916-78.4% | $6,935-50.5% |