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 | $88,314 | $68,547+28.8% | $120,354-26.6% | $80,856+9.2% |
| Participation rate | 64.3% | 61.6%+2.7pp | 71.9%-7.6pp | 67.6%-3.4pp |
| Annual return | 7.79% | 23.60%-15.8pp | 107.15%-99.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $996 | $2,051-51.5% | $3,463-71.2% | $2,755-63.9% |
| Participant deferral / active EE | $4,842 | $3,173+52.6% | $4,991-3.0% | $4,296+12.7% |
| Admin fee / account holder | $24,292 | $5,732+323.8% | $9,423+157.8% | $6,918+251.1% |