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 | $80,854 | $60,022+34.7% | $88,946-9.1% | $84,808-4.7% |
| Participation rate | 60.0% | 57.8%+2.2pp | 68.8%-8.8pp | 68.3%-8.3pp |
| Annual return | 9.85% | 22.43%-12.6pp | 57.82%-48.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $883 | $1,703-48.2% | $2,555-65.5% | $2,631-66.4% |
| Participant deferral / active EE | $2,579 | $3,114-17.2% | $4,581-43.7% | $4,212-38.8% |
| Admin fee / account holder | $3,941 | $4,811-18.1% | $8,261-52.3% | $7,344-46.3% |