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 | $77,060 | $74,927+2.8% | $101,794-24.3% | $84,808-9.1% |
| Participation rate | 63.0% | 61.4%+1.6pp | 69.2%-6.1pp | 68.3%-5.3pp |
| Annual return | 11.75% | 18.70%-6.9pp | 30.53%-18.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $520 | $1,522-65.8% | $2,289-77.3% | $2,631-80.2% |
| Participant deferral / active EE | $3,534 | $3,099+14.0% | $4,084-13.5% | $4,212-16.1% |
| Admin fee / account holder | $20,281 | $6,514+211.3% | $8,777+131.1% | $7,344+176.2% |