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 | $94,990 | $66,402+43.1% | $109,895-13.6% | $85,850+10.6% |
| Participation rate | 53.6% | 63.9%-10.3pp | 74.2%-20.6pp | 69.3%-15.7pp |
| Annual return | 10.42% | 19.59%-9.2pp | 29.45%-19.0pp | 318.53%-308.1pp |
| Employer contribution / active EE | $673 | $1,687-60.1% | $2,842-76.3% | $2,565-73.7% |
| Participant deferral / active EE | $3,765 | $2,842+32.5% | $4,048-7.0% | $3,952-4.7% |
| Admin fee / account holder | $5,481 | $4,557+20.3% | $6,066-9.6% | $6,260-12.4% |