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 | $85,450 | $60,892+40.3% | $82,389+3.7% | $84,808+0.8% |
| Participation rate | 64.0% | 63.3%+0.7pp | 69.5%-5.5pp | 68.3%-4.3pp |
| Annual return | 9.92% | 37.29%-27.4pp | 28.67%-18.7pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,259 | $1,779-29.2% | $2,517-50.0% | $2,631-52.1% |
| Participant deferral / active EE | $2,117 | $3,179-33.4% | $4,155-49.1% | $4,212-49.7% |
| Admin fee / account holder | $39,805 | $5,467+628.0% | $7,231+450.5% | $7,344+442.0% |