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 | $83,017 | $73,787+12.5% | $98,716-15.9% | $82,448+0.7% |
| Participation rate | 41.0% | 61.4%-20.4pp | 69.3%-28.3pp | 68.1%-27.0pp |
| Annual return | 10.73% | 18.57%-7.8pp | 31.81%-21.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $694 | $1,511-54.1% | $2,279-69.6% | $2,551-72.8% |
| Participant deferral / active EE | $3,996 | $3,081+29.7% | $4,048-1.3% | $4,139-3.5% |
| Admin fee / account holder | $3,061 | $6,500-52.9% | $8,703-64.8% | $7,234-57.7% |