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 | $112,460 | $88,707+26.8% | $74,183+51.6% | $273,961-59.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 1.21% | 11.94%-10.7pp | 17.74%-16.5pp | 41.45%-40.2pp |
| Employer contribution / active EE | $3,175 | $3,159+0.5% | $2,370+34.0% | $4,869-34.8% |
| Participant deferral / active EE | $5,363 | $4,212+27.3% | $3,550+51.1% | $5,287+1.4% |
| Admin fee / account holder | $3,215 | $8,717-63.1% | $5,586-42.4% | $10,132-68.3% |