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 | $59,511 | $65,561-9.2% | $91,541-35.0% | $74,304-19.9% |
| Participation rate | 57.9% | 56.6%+1.3pp | 69.8%-11.9pp | 60.3%-2.5pp |
| Annual return | 8.71% | 17.68%-9.0pp | 20.50%-11.8pp | 29.43%-20.7pp |
| Employer contribution / active EE | $1,154 | $1,717-32.8% | $2,505-53.9% | $2,241-48.5% |
| Participant deferral / active EE | $2,442 | $2,918-16.3% | $4,008-39.1% | $3,767-35.2% |
| Admin fee / account holder | $5,020 | $3,333+50.6% | $6,956-27.8% | $2,969+69.1% |