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 | $76,751 | $93,571-18.0% | $135,903-43.5% | $75,163+2.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 12.59% | 30.90%-18.3pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,870 | $3,537-47.1% | $4,856-61.5% | $2,670-30.0% |
| Participant deferral / active EE | $3,094 | $6,404-51.7% | $7,758-60.1% | $4,125-25.0% |
| Admin fee / account holder | $3,326 | $6,975-52.3% | $10,762-69.1% | $5,651-41.1% |