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 | $57,141 | $73,787-22.6% | $98,716-42.1% | $82,448-30.7% |
| Participation rate | 64.5% | 61.4%+3.1pp | 69.3%-4.8pp | 68.1%-3.6pp |
| Annual return | 5.94% | 18.57%-12.6pp | 31.81%-25.9pp | 41.64%-35.7pp |
| Employer contribution / active EE | $374 | $1,511-75.3% | $2,279-83.6% | $2,551-85.3% |
| Participant deferral / active EE | $3,760 | $3,081+22.0% | $4,048-7.1% | $4,139-9.2% |
| Admin fee / account holder | $2,121 | $6,500-67.4% | $8,703-75.6% | $7,234-70.7% |