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 | $69,548 | $81,248-14.4% | $155,509-55.3% | $80,856-14.0% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 4.29% | 33.31%-29.0pp | 64.67%-60.4pp | 35.59%-31.3pp |
| Employer contribution / active EE | $2,355 | $3,100-24.0% | $4,672-49.6% | $2,755-14.5% |
| Participant deferral / active EE | $4,600 | $3,452+33.3% | $5,626-18.2% | $4,296+7.1% |
| Admin fee / account holder | $1,923 | $7,997-76.0% | $15,912-87.9% | $6,918-72.2% |