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 | $80,238 | $79,944+0.4% | $98,439-18.5% | $75,163+6.8% |
| Participation rate | 64.1% | 70.4%-6.2pp | 75.2%-11.0pp | 67.2%-3.1pp |
| Annual return | 6.75% | 19.75%-13.0pp | 21.16%-14.4pp | 160.62%-153.9pp |
| Employer contribution / active EE | $1,717 | $2,264-24.1% | $3,048-43.7% | $2,670-35.7% |
| Participant deferral / active EE | $3,345 | $3,752-10.8% | $4,738-29.4% | $4,125-18.9% |
| Admin fee / account holder | $3,406 | $6,840-50.2% | $8,948-61.9% | $5,651-39.7% |