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 | $60,573 | $73,933-18.1% | $96,683-37.3% | $75,163-19.4% |
| Participation rate | 61.5% | 66.4%-4.9pp | 74.3%-12.8pp | 67.2%-5.7pp |
| Annual return | 11.15% | 26.70%-15.6pp | 35.69%-24.5pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,760 | $2,928-5.7% | $3,737-26.1% | $2,670+3.4% |
| Participant deferral / active EE | $6,634 | $3,659+81.3% | $4,878+36.0% | $4,125+60.8% |
| Admin fee / account holder | $836 | $5,216-84.0% | $6,730-87.6% | $5,651-85.2% |