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 3-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 | $76,672 | $89,652-14.5% | $141,162-45.7% | $65,185+17.6% |
| Participation rate | 60.6% | 74.7%-14.1pp | 82.5%-21.9pp | 70.2%-9.6pp |
| Annual return | 18.07% | 32.79%-14.7pp | 71.39%-53.3pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,055 | $3,065-32.9% | $4,735-56.6% | $2,177-5.6% |
| Participant deferral / active EE | $3,499 | $5,691-38.5% | $6,709-47.9% | $3,514-0.4% |
| Admin fee / account holder | $1,727 | $569+203.8% | $10,261-83.2% | $847+103.9% |