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 | $67,392 | $58,523+15.2% | $99,443-32.2% | $72,985-7.7% |
| Participation rate | 41.9% | 64.6%-22.8pp | 73.8%-32.0pp | 69.5%-27.6pp |
| Annual return | 4.85% | 28.51%-23.7pp | 30.72%-25.9pp | 81.00%-76.2pp |
| Employer contribution / active EE | $750 | $1,512-50.4% | $2,540-70.5% | $2,440-69.2% |
| Participant deferral / active EE | $1,543 | $2,606-40.8% | $3,619-57.4% | $3,607-57.2% |
| Admin fee / account holder | $4,783 | $4,102+16.6% | $6,250-23.5% | $5,124-6.7% |