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 | $80,383 | $93,571-14.1% | $135,903-40.9% | $75,163+6.9% |
| Participation rate | 57.7% | 75.2%-17.4pp | 81.9%-24.2pp | 67.2%-9.4pp |
| Annual return | 13.18% | 30.90%-17.7pp | 68.23%-55.1pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,990 | $3,537-15.5% | $4,856-38.4% | $2,670+12.0% |
| Participant deferral / active EE | $6,116 | $6,404-4.5% | $7,758-21.2% | $4,125+48.3% |
| Admin fee / account holder | $15,077 | $6,975+116.1% | $10,762+40.1% | $5,651+166.8% |