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 | $60,588 | $46,553+30.1% | $64,056-5.4% | $75,163-19.4% |
| Participation rate | 58.8% | 65.9%-7.1pp | 72.3%-13.5pp | 67.2%-8.4pp |
| Annual return | 9.51% | 26.03%-16.5pp | 33.69%-24.2pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,331 | $1,974-32.6% | $2,747-51.5% | $2,670-50.2% |
| Participant deferral / active EE | $3,293 | $2,837+16.1% | $3,880-15.1% | $4,125-20.2% |
| Admin fee / account holder | $10,393 | $2,952+252.1% | $3,068+238.7% | $5,651+83.9% |