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 | $83,639 | $80,968+3.3% | $96,544-13.4% | $75,163+11.3% |
| Participation rate | 57.6% | 71.8%-14.2pp | 76.0%-18.4pp | 67.2%-9.6pp |
| Annual return | 11.20% | 27.06%-15.9pp | 25.84%-14.6pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,732 | $2,282-24.1% | $2,965-41.6% | $2,670-35.1% |
| Participant deferral / active EE | $1,930 | $3,928-50.9% | $4,851-60.2% | $4,125-53.2% |
| Admin fee / account holder | $11,917 | $6,724+77.2% | $8,252+44.4% | $5,651+110.9% |