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 | $36,286 | $73,787-50.8% | $98,716-63.2% | $82,448-56.0% |
| Participation rate | 61.7% | 61.4%+0.3pp | 69.3%-7.6pp | 68.1%-6.4pp |
| Annual return | 12.05% | 18.57%-6.5pp | 31.81%-19.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,195 | $1,511-20.9% | $2,279-47.6% | $2,551-53.2% |
| Participant deferral / active EE | $3,452 | $3,081+12.0% | $4,048-14.7% | $4,139-16.6% |
| Admin fee / account holder | $5,406 | $6,500-16.8% | $8,703-37.9% | $7,234-25.3% |