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 | $77,605 | $83,477-7.0% | $125,175-38.0% | $72,985+6.3% |
| Participation rate | 56.8% | 73.3%-16.6pp | 79.8%-23.0pp | 69.5%-12.7pp |
| Annual return | 14.70% | 25.78%-11.1pp | 43.79%-29.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,291 | $2,345-44.9% | $3,865-66.6% | $2,440-47.1% |
| Participant deferral / active EE | $2,237 | $3,585-37.6% | $4,937-54.7% | $3,607-38.0% |
| Admin fee / account holder | $6,796 | $5,517+23.2% | $9,702-29.9% | $5,124+32.6% |