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 | $120,957 | $78,422+54.2% | $95,952+26.1% | $79,858+51.5% |
| Participation rate | 64.3% | 73.5%-9.2pp | 77.1%-12.8pp | 69.6%-5.3pp |
| Annual return | 2.95% | 19.37%-16.4pp | 91.61%-88.7pp | 31.71%-28.8pp |
| Employer contribution / active EE | $1,181 | $1,945-39.3% | $2,541-53.5% | $2,471-52.2% |
| Participant deferral / active EE | $3,499 | $3,440+1.7% | $4,167-16.0% | $3,740-6.4% |
| Admin fee / account holder | $683 | $5,622-87.8% | $6,795-89.9% | $5,306-87.1% |