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 | $73,330 | $51,045+43.7% | $70,515+4.0% | $71,457+2.6% |
| Participation rate | 51.5% | 59.4%-8.0pp | 68.3%-16.9pp | 67.9%-16.5pp |
| Annual return | 13.73% | 42.63%-28.9pp | 32.77%-19.0pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,724 | $1,790-3.7% | $2,973-42.0% | $2,588-33.4% |
| Participant deferral / active EE | $3,695 | $3,026+22.1% | $4,567-19.1% | $4,289-13.8% |
| Admin fee / account holder | $4,552 | $1,994+128.3% | $6,412-29.0% | $1,587+186.7% |