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 | $76,357 | $85,766-11.0% | $136,294-44.0% | $70,131+8.9% |
| Participation rate | 63.2% | 74.2%-11.0pp | 81.9%-18.8pp | 69.5%-6.4pp |
| Annual return | 10.27% | 31.45%-21.2pp | 5155.94%-5145.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,927 | $2,966-35.0% | $4,695-59.0% | $2,342-17.7% |
| Participant deferral / active EE | $3,649 | $5,051-27.8% | $6,247-41.6% | $3,332+9.5% |
| Admin fee / account holder | $2,244 | $5,420-58.6% | $9,243-75.7% | $4,645-51.7% |