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 | $42,814 | $109,881-61.0% | $150,045-71.5% | $84,808-49.5% |
| Participation rate | 68.5% | 76.1%-7.6pp | 82.3%-13.8pp | 68.3%+0.2pp |
| Annual return | 13.39% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,120 | $3,561-40.5% | $4,693-54.8% | $2,631-19.4% |
| Participant deferral / active EE | $6,646 | $6,636+0.2% | $7,997-16.9% | $4,212+57.8% |
| Admin fee / account holder | $7,121 | $8,568-16.9% | $13,435-47.0% | $7,344-3.0% |