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 | $103,894 | $93,571+11.0% | $135,903-23.6% | $75,163+38.2% |
| Participation rate | 46.7% | 75.2%-28.5pp | 81.9%-35.2pp | 67.2%-20.5pp |
| Annual return | 14.65% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,736 | $3,537-22.6% | $4,856-43.6% | $2,670+2.5% |
| Participant deferral / active EE | $3,625 | $6,404-43.4% | $7,758-53.3% | $4,125-12.1% |
| Admin fee / account holder | $6,834 | $6,975-2.0% | $10,762-36.5% | $5,651+20.9% |