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 | $79,377 | $95,453-16.8% | $112,040-29.2% | $82,448-3.7% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 11.76% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $865 | $2,318-62.7% | $2,954-70.7% | $2,551-66.1% |
| Participant deferral / active EE | $2,506 | $4,224-40.7% | $5,098-50.8% | $4,139-39.5% |
| Admin fee / account holder | $9,917 | $9,013+10.0% | $12,098-18.0% | $7,234+37.1% |