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 | $76,663 | $89,355-14.2% | $141,162-45.7% | $72,985+5.0% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 17.99% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $621 | $3,114-80.1% | $4,735-86.9% | $2,440-74.6% |
| Participant deferral / active EE | $5,650 | $5,418+4.3% | $6,709-15.8% | $3,607+56.6% |
| Admin fee / account holder | $8,760 | $5,958+47.0% | $10,261-14.6% | $5,124+70.9% |