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 | $112,836 | $60,022+88.0% | $88,946+26.9% | $84,808+33.1% |
| Participation rate | 61.9% | 57.8%+4.1pp | 68.8%-6.9pp | 68.3%-6.4pp |
| Annual return | 12.97% | 22.43%-9.5pp | 57.82%-44.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,098 | $1,703-35.5% | $2,555-57.0% | $2,631-58.3% |
| Participant deferral / active EE | $2,356 | $3,114-24.3% | $4,581-48.6% | $4,212-44.0% |
| Admin fee / account holder | $12,118 | $4,811+151.9% | $8,261+46.7% | $7,344+65.0% |