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 | $73,787+4.4% | $98,716-21.9% | $82,448-6.5% |
| Participation rate | 63.0% | 61.4%+1.6pp | 69.3%-6.2pp | 68.1%-5.0pp |
| Annual return | 11.75% | 18.57%-6.8pp | 31.81%-20.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $520 | $1,511-65.6% | $2,279-77.2% | $2,551-79.6% |
| Participant deferral / active EE | $3,534 | $3,081+14.7% | $4,048-12.7% | $4,139-14.6% |
| Admin fee / account holder | $20,281 | $6,500+212.0% | $8,703+133.0% | $7,234+180.3% |