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 | $69,978 | $55,932+25.1% | $76,735-8.8% | $67,986+2.9% |
| Participation rate | 41.3% | 50.8%-9.5pp | 69.5%-28.2pp | 57.2%-15.9pp |
| Annual return | 12.85% | 23.10%-10.3pp | 29.77%-16.9pp | 31.67%-18.8pp |
| Employer contribution / active EE | $608 | $1,487-59.1% | $2,454-75.2% | $2,019-69.9% |
| Participant deferral / active EE | $1,985 | $2,558-22.4% | $4,088-51.5% | $3,358-40.9% |
| Admin fee / account holder | $3,545 | $4,907-27.7% | $7,189-50.7% | $3,203+10.7% |