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 | $106,824 | $95,803+11.5% | $113,168-5.6% | $84,808+26.0% |
| Participation rate | 69.4% | 72.9%-3.5pp | 76.6%-7.2pp | 68.3%+1.1pp |
| Annual return | 8.84% | 25.00%-16.2pp | 24.27%-15.4pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,477 | $2,360-37.4% | $2,975-50.4% | $2,631-43.9% |
| Participant deferral / active EE | $4,704 | $4,242+10.9% | $5,107-7.9% | $4,212+11.7% |
| Admin fee / account holder | $3,357 | $8,989-62.7% | $12,068-72.2% | $7,344-54.3% |