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 | $65,061 | $72,277-10.0% | $101,248-35.7% | $79,858-18.5% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 6.86% | 22.30%-15.4pp | 46.47%-39.6pp | 31.71%-24.9pp |
| Employer contribution / active EE | $2,987 | $2,692+11.0% | $3,660-18.4% | $2,471+20.9% |
| Participant deferral / active EE | $5,241 | $3,282+59.7% | $4,370+19.9% | $3,740+40.1% |
| Admin fee / account holder | $629 | $4,400-85.7% | $5,945-89.4% | $5,306-88.2% |