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 | $36,721 | $59,101-37.9% | $77,163-52.4% | $75,163-51.1% |
| Participation rate | 69.8% | 63.9%+5.9pp | 69.6%+0.2pp | 67.2%+2.6pp |
| Annual return | 12.36% | 26.71%-14.4pp | 37.87%-25.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $558 | $1,995-72.0% | $2,535-78.0% | $2,670-79.1% |
| Participant deferral / active EE | $4,914 | $2,999+63.9% | $3,833+28.2% | $4,125+19.1% |
| Admin fee / account holder | $9,703 | $4,774+103.3% | $5,472+77.3% | $5,651+71.7% |