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 | $93,917 | $81,460+15.3% | $103,333-9.1% | $80,856+16.2% |
| Participation rate | 54.8% | 66.8%-12.0pp | 74.5%-19.7pp | 67.6%-12.8pp |
| Annual return | 4.46% | 25.55%-21.1pp | 24.88%-20.4pp | 35.59%-31.1pp |
| Employer contribution / active EE | $1,402 | $3,105-54.8% | $3,868-63.7% | $2,755-49.1% |
| Participant deferral / active EE | $2,190 | $3,869-43.4% | $5,057-56.7% | $4,296-49.0% |
| Admin fee / account holder | $2,412 | $6,566-63.3% | $8,355-71.1% | $6,918-65.1% |