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 | $177,969 | $109,881+62.0% | $150,045+18.6% | $84,808+109.9% |
| Participation rate | 57.1% | 76.1%-18.9pp | 82.3%-25.2pp | 68.3%-11.2pp |
| Annual return | 13.74% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,571 | $3,561-27.8% | $4,693-45.2% | $2,631-2.3% |
| Participant deferral / active EE | $6,644 | $6,636+0.1% | $7,997-16.9% | $4,212+57.7% |
| Admin fee / account holder | $4,590 | $8,568-46.4% | $13,435-65.8% | $7,344-37.5% |