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 | $67,464 | $65,365+3.2% | $92,893-27.4% | $72,985-7.6% |
| Participation rate | 68.3% | 68.3%-0.1pp | 76.0%-7.8pp | 69.5%-1.2pp |
| Annual return | 4.45% | 42.10%-37.7pp | 109.41%-105.0pp | 81.00%-76.6pp |
| Employer contribution / active EE | $837 | $2,594-67.7% | $3,653-77.1% | $2,440-65.7% |
| Participant deferral / active EE | $3,683 | $3,128+17.7% | $4,236-13.1% | $3,607+2.1% |
| Admin fee / account holder | $4,385 | $4,251+3.1% | $5,794-24.3% | $5,124-14.4% |