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 7-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 | $22,211 | $68,719-67.7% | $91,541-75.7% | $84,808-73.8% |
| Participation rate | 64.3% | 64.5%-0.2pp | 69.8%-5.5pp | 68.3%-4.0pp |
| Annual return | 9.63% | 19.12%-9.5pp | 20.50%-10.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,834 | $1,920-4.5% | $2,505-26.8% | $2,631-30.3% |
| Participant deferral / active EE | $3,710 | $3,136+18.3% | $4,008-7.4% | $4,212-11.9% |
| Admin fee / account holder | $7,376 | $5,786+27.5% | $6,956+6.0% | $7,344+0.4% |