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 | $83,797 | $46,869+78.8% | $122,332-31.5% | $70,131+19.5% |
| Participation rate | 67.9% | 58.2%+9.7pp | 71.6%-3.8pp | 69.5%-1.7pp |
| Annual return | 12.29% | 24.22%-11.9pp | 30.27%-18.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $840 | $1,288-34.7% | $4,050-79.3% | $2,342-64.1% |
| Participant deferral / active EE | $5,218 | $2,166+140.8% | $3,287+58.8% | $3,332+56.6% |
| Admin fee / account holder | $2,881 | $3,322-13.3% | $5,478-47.4% | $4,645-38.0% |