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 | $101,870 | $72,277+40.9% | $101,248+0.6% | $79,858+27.6% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 10.35% | 22.30%-12.0pp | 46.47%-36.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,351 | $2,692-49.8% | $3,660-63.1% | $2,471-45.3% |
| Participant deferral / active EE | $3,513 | $3,282+7.0% | $4,370-19.6% | $3,740-6.1% |
| Admin fee / account holder | $12,190 | $4,400+177.0% | $5,945+105.0% | $5,306+129.7% |