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 | $65,616 | $60,349+8.7% | $74,183-11.5% | $62,891+4.3% |
| Participation rate | 63.9% | 72.7%-8.8pp | 76.6%-12.7pp | 69.3%-5.4pp |
| Annual return | 3.62% | 21.37%-17.7pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $710 | $1,680-57.7% | $2,370-70.0% | $2,281-68.9% |
| Participant deferral / active EE | $4,132 | $2,856+44.7% | $3,550+16.4% | $3,203+29.0% |
| Admin fee / account holder | $17,887 | $4,261+319.8% | $5,586+220.2% | $4,296+316.4% |