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 | $57,407 | $73,787-22.2% | $98,716-41.8% | $82,448-30.4% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.3%-7.8pp | 68.1%-6.5pp |
| Annual return | 12.03% | 18.57%-6.5pp | 31.81%-19.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $395 | $1,511-73.8% | $2,279-82.6% | $2,551-84.5% |
| Participant deferral / active EE | $4,160 | $3,081+35.0% | $4,048+2.8% | $4,139+0.5% |
| Admin fee / account holder | $5,374 | $6,500-17.3% | $8,703-38.2% | $7,234-25.7% |