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 | $57,590+95.9% | $86,233+30.9% | $82,448+36.9% |
| Participation rate | 61.9% | 57.9%+4.0pp | 69.0%-7.1pp | 68.1%-6.2pp |
| Annual return | 12.97% | 22.41%-9.4pp | 61.39%-48.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,098 | $1,655-33.6% | $2,504-56.1% | $2,551-56.9% |
| Participant deferral / active EE | $2,356 | $3,080-23.5% | $4,559-48.3% | $4,139-43.1% |
| Admin fee / account holder | $12,118 | $4,730+156.2% | $8,342+45.3% | $7,234+67.5% |