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 | $82,529 | $56,897+45.1% | $84,750-2.6% | $62,891+31.2% |
| Participation rate | 19.7% | 68.5%-48.8pp | 76.6%-56.9pp | 69.3%-49.6pp |
| Annual return | 1.31% | 6.30%-5.0pp | 22.78%-21.5pp | 20.14%-18.8pp |
| Employer contribution / active EE | $860 | $2,400-64.2% | $3,574-75.9% | $2,281-62.3% |
| Participant deferral / active EE | $1,567 | $2,709-42.2% | $3,712-57.8% | $3,203-51.1% |
| Admin fee / account holder | $15,133 | $3,581+322.6% | $5,332+183.8% | $4,296+252.3% |