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 | $65,828 | $70,428-6.5% | $96,562-31.8% | $85,850-23.3% |
| Participation rate | 65.1% | 61.8%+3.3pp | 69.8%-4.7pp | 69.3%-4.2pp |
| Annual return | 10.25% | 18.59%-8.3pp | 37.78%-27.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $394 | $1,413-72.1% | $2,356-83.3% | $2,565-84.7% |
| Participant deferral / active EE | $2,452 | $2,894-15.3% | $3,849-36.3% | $3,952-38.0% |
| Admin fee / account holder | $6,254 | $4,997+25.2% | $6,181+1.2% | $6,260-0.1% |