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 | $128,066 | $91,037+40.7% | $71,671+78.7% | $147,584-13.2% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 4.01% | 20.48%-16.5pp | 20.65%-16.6pp | 578.55%-574.5pp |
| Employer contribution / active EE | $638 | $3,327-80.8% | $2,460-74.0% | $4,876-86.9% |
| Participant deferral / active EE | $8,502 | $4,498+89.0% | $3,438+147.3% | $5,439+56.3% |
| Admin fee / account holder | $4,092 | $8,613-52.5% | $5,558-26.4% | $10,885-62.4% |