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 | $68,205 | $86,929-21.5% | $102,423-33.4% | $80,856-15.6% |
| Participation rate | 53.3% | 72.4%-19.0pp | 76.5%-23.2pp | 67.6%-14.3pp |
| Annual return | 8.90% | 18.88%-10.0pp | 29.32%-20.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,132 | $2,369-52.2% | $3,023-62.6% | $2,755-58.9% |
| Participant deferral / active EE | $6,223 | $4,118+51.1% | $5,053+23.2% | $4,296+44.9% |
| Admin fee / account holder | $12,095 | $8,049+50.3% | $9,451+28.0% | $6,918+74.8% |