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 | $101,981 | $78,422+30.0% | $95,952+6.3% | $79,858+27.7% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.8pp |
| Annual return | 8.97% | 19.37%-10.4pp | 91.61%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $701 | $1,945-64.0% | $2,541-72.4% | $2,471-71.6% |
| Participant deferral / active EE | $3,010 | $3,440-12.5% | $4,167-27.8% | $3,740-19.5% |
| Admin fee / account holder | $3,099 | $5,622-44.9% | $6,795-54.4% | $5,306-41.6% |