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 | $82,587 | $63,764+29.5% | $81,930+0.8% | $79,858+3.4% |
| Participation rate | 43.9% | 67.5%-23.6pp | 72.0%-28.1pp | 69.6%-25.8pp |
| Annual return | 9.33% | 22.66%-13.3pp | 29.49%-20.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $3,676 | $1,795+104.8% | $4,310-14.7% | $2,471+48.8% |
| Participant deferral / active EE | $2,868 | $2,780+3.1% | $7,107-59.6% | $3,740-23.3% |
| Admin fee / account holder | $747 | $4,426-83.1% | $5,158-85.5% | $5,306-85.9% |