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 | $82,041 | $78,422+4.6% | $95,952-14.5% | $79,858+2.7% |
| Participation rate | 63.6% | 73.5%-9.8pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 7.97% | 19.37%-11.4pp | 91.61%-83.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,447 | $1,945-25.6% | $2,541-43.0% | $2,471-41.4% |
| Participant deferral / active EE | $3,053 | $3,440-11.3% | $4,167-26.7% | $3,740-18.4% |
| Admin fee / account holder | $2,938 | $5,622-47.7% | $6,795-56.8% | $5,306-44.6% |