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 | $75,363 | $72,012+4.7% | $185,823-59.4% | $79,858-5.6% |
| Participation rate | 58.8% | 65.8%-6.9pp | 78.0%-19.2pp | 69.6%-10.8pp |
| Annual return | 10.83% | 23.12%-12.3pp | 35.95%-25.1pp | 31.71%-20.9pp |
| Employer contribution / active EE | $675 | $1,965-65.6% | $4,087-83.5% | $2,471-72.7% |
| Participant deferral / active EE | $3,317 | $3,779-12.2% | $5,632-41.1% | $3,740-11.3% |
| Admin fee / account holder | $540 | $4,513-88.0% | $9,500-94.3% | $5,306-89.8% |