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 | $61,721 | $58,512+5.5% | $84,015-26.5% | $72,985-15.4% |
| Participation rate | 64.1% | 61.2%+2.9pp | 69.0%-4.9pp | 69.5%-5.4pp |
| Annual return | 15.26% | 28.93%-13.7pp | 71.31%-56.1pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,740 | $1,163+49.7% | $1,983-12.3% | $2,440-28.7% |
| Participant deferral / active EE | $2,717 | $2,394+13.5% | $3,239-16.1% | $3,607-24.7% |
| Admin fee / account holder | $897 | $4,569-80.4% | $6,101-85.3% | $5,124-82.5% |