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 | $97,350 | $67,411+44.4% | $91,001+7.0% | $70,131+38.8% |
| Participation rate | 44.4% | 71.4%-26.9pp | 75.6%-31.2pp | 69.5%-25.1pp |
| Annual return | 8.53% | -40.16%+48.7pp | 4.60%+3.9pp | 73.14%-64.6pp |
| Employer contribution / active EE | $984 | $1,786-44.9% | $2,456-59.9% | $2,342-58.0% |
| Participant deferral / active EE | $1,915 | $2,823-32.2% | $3,547-46.0% | $3,332-42.5% |
| Admin fee / account holder | $4,239 | $4,236+0.1% | $5,417-21.7% | $4,645-8.7% |