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 | $62,380 | $49,915+25.0% | $154,803-59.7% | $74,304-16.0% |
| Participation rate | 60.4% | 54.0%+6.4pp | 78.1%-17.7pp | 60.3%0pp |
| Annual return | -1.90% | 34.06%-36.0pp | 58.88%-60.8pp | 29.43%-31.3pp |
| Employer contribution / active EE | $2,118 | $1,611+31.4% | $4,305-50.8% | $2,241-5.5% |
| Participant deferral / active EE | $3,405 | $2,255+51.0% | $5,540-38.5% | $3,767-9.6% |
| Admin fee / account holder | $13,020 | $2,189+494.8% | $14,329-9.1% | $2,969+338.5% |