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 5-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 | $40,688 | $89,753-54.7% | $107,525-62.2% | $84,808-52.0% |
| Participation rate | 62.9% | 68.1%-5.2pp | 75.1%-12.2pp | 68.3%-5.5pp |
| Annual return | 6.25% | 29.48%-23.2pp | 181.32%-175.1pp | 40.90%-34.6pp |
| Employer contribution / active EE | $2,725 | $3,113-12.5% | $3,754-27.4% | $2,631+3.6% |
| Participant deferral / active EE | $6,622 | $4,056+63.3% | $5,116+29.5% | $4,212+57.2% |
| Admin fee / account holder | $6,145 | $7,222-14.9% | $8,919-31.1% | $7,344-16.3% |