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 | $205,593 | $99,985+105.6% | $146,665+40.2% | $85,850+139.5% |
| Participation rate | 56.7% | 73.1%-16.4pp | 80.1%-23.4pp | 69.3%-12.6pp |
| Annual return | 8.65% | 18.93%-10.3pp | 22.74%-14.1pp | 318.53%-309.9pp |
| Employer contribution / active EE | $752 | $2,559-70.6% | $4,136-81.8% | $2,565-70.7% |
| Participant deferral / active EE | $2,109 | $4,006-47.3% | $5,506-61.7% | $3,952-46.6% |
| Admin fee / account holder | $6,584 | $7,702-14.5% | $10,280-36.0% | $6,260+5.2% |