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 | $58,385 | $54,762+6.6% | $90,281-35.3% | $72,985-20.0% |
| Participation rate | 49.2% | 65.1%-15.9pp | 73.3%-24.1pp | 69.5%-20.3pp |
| Annual return | 13.95% | 30.63%-16.7pp | 78.10%-64.1pp | 81.00%-67.0pp |
| Employer contribution / active EE | $1,016 | $2,092-51.5% | $2,854-64.4% | $2,440-58.4% |
| Participant deferral / active EE | $3,102 | $2,887+7.4% | $3,885-20.2% | $3,607-14.0% |
| Admin fee / account holder | $5,086 | $3,972+28.0% | $5,351-5.0% | $5,124-0.7% |