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 | $109,274 | $65,041+68.0% | $90,951+20.1% | $79,858+36.8% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 5.48% | 30.45%-25.0pp | 134.60%-129.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $797 | $1,247-36.1% | $2,122-62.4% | $2,471-67.7% |
| Participant deferral / active EE | $3,086 | $2,512+22.8% | $3,373-8.5% | $3,740-17.5% |
| Admin fee / account holder | $8,077 | $4,536+78.1% | $5,959+35.5% | $5,306+52.2% |