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 | $206,790 | $74,927+176.0% | $101,794+103.1% | $84,808+143.8% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 12.05% | 18.70%-6.6pp | 30.53%-18.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $495 | $1,522-67.5% | $2,289-78.4% | $2,631-81.2% |
| Participant deferral / active EE | $5,459 | $3,099+76.1% | $4,084+33.7% | $4,212+29.6% |
| Admin fee / account holder | $5,319 | $6,514-18.3% | $8,777-39.4% | $7,344-27.6% |