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 | $63,843 | $45,073+41.6% | $69,455-8.1% | $72,985-12.5% |
| Participation rate | 63.3% | 68.5%-5.2pp | 74.6%-11.3pp | 69.5%-6.2pp |
| Annual return | 3.88% | 22.65%-18.8pp | 28.97%-25.1pp | 81.00%-77.1pp |
| Employer contribution / active EE | $716 | $2,054-65.2% | $2,779-74.3% | $2,440-70.7% |
| Participant deferral / active EE | $3,441 | $2,602+32.3% | $3,535-2.7% | $3,607-4.6% |
| Admin fee / account holder | $15,817 | $3,056+417.7% | $3,839+312.0% | $5,124+208.7% |