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 3-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 | $140,730 | $93,571+50.4% | $135,903+3.6% | $75,163+87.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 12.81% | 30.90%-18.1pp | 68.23%-55.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,663 | $3,537-24.7% | $4,856-45.2% | $2,670-0.2% |
| Participant deferral / active EE | $5,648 | $6,404-11.8% | $7,758-27.2% | $4,125+36.9% |
| Admin fee / account holder | $14,398 | $6,975+106.4% | $10,762+33.8% | $5,651+154.8% |