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 | $61,395 | $56,897+7.9% | $84,750-27.6% | $62,891-2.4% |
| Participation rate | 55.3% | 68.5%-13.2pp | 76.6%-21.3pp | 69.3%-14.0pp |
| Annual return | 2.14% | 6.30%-4.2pp | 22.78%-20.6pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,460 | $2,400-39.2% | $3,574-59.2% | $2,281-36.0% |
| Participant deferral / active EE | $3,343 | $2,709+23.4% | $3,712-9.9% | $3,203+4.4% |
| Admin fee / account holder | $3,087 | $3,581-13.8% | $5,332-42.1% | $4,296-28.1% |