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 | $39,065 | $93,571-58.3% | $135,903-71.3% | $75,163-48.0% |
| Participation rate | 64.3% | 75.2%-10.9pp | 81.9%-17.6pp | 67.2%-2.9pp |
| Annual return | 6.48% | 30.90%-24.4pp | 68.23%-61.7pp | 160.62%-154.1pp |
| Employer contribution / active EE | $2,204 | $3,537-37.7% | $4,856-54.6% | $2,670-17.4% |
| Participant deferral / active EE | $5,333 | $6,404-16.7% | $7,758-31.3% | $4,125+29.3% |
| Admin fee / account holder | $7,712 | $6,975+10.6% | $10,762-28.3% | $5,651+36.5% |