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 | $75,302 | $83,477-9.8% | $125,175-39.8% | $72,985+3.2% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.5%-6.2pp |
| Annual return | 1.03% | 25.78%-24.8pp | 43.79%-42.8pp | 81.00%-80.0pp |
| Employer contribution / active EE | $3,110 | $2,345+32.6% | $3,865-19.5% | $2,440+27.5% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,225 | $5,517+12.8% | $9,702-35.8% | $5,124+21.5% |