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 | $70,759 | $99,985-29.2% | $146,665-51.8% | $85,850-17.6% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 10.93% | 18.93%-8.0pp | 22.74%-11.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,888 | $2,559-26.2% | $4,136-54.4% | $2,565-26.4% |
| Participant deferral / active EE | $4,248 | $4,006+6.1% | $5,506-22.8% | $3,952+7.5% |
| Admin fee / account holder | $11,441 | $7,702+48.5% | $10,280+11.3% | $6,260+82.8% |