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 6-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 | $30,680 | $49,915-38.5% | $154,803-80.2% | $74,304-58.7% |
| Participation rate | 60.7% | 54.0%+6.8pp | 78.1%-17.3pp | 60.3%+0.4pp |
| Annual return | 9.88% | 34.06%-24.2pp | 58.88%-49.0pp | 29.43%-19.5pp |
| Employer contribution / active EE | $1,835 | $1,611+13.9% | $4,305-57.4% | $2,241-18.1% |
| Participant deferral / active EE | $2,907 | $2,255+28.9% | $5,540-47.5% | $3,767-22.8% |
| Admin fee / account holder | $6,331 | $2,189+189.2% | $14,329-55.8% | $2,969+113.3% |