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 | $57,928 | $51,045+13.5% | $70,515-17.8% | $71,457-18.9% |
| Participation rate | 33.9% | 59.4%-25.5pp | 68.3%-34.4pp | 67.9%-34.0pp |
| Annual return | 13.79% | 42.63%-28.8pp | 32.77%-19.0pp | 28.85%-15.1pp |
| Employer contribution / active EE | $855 | $1,790-52.3% | $2,973-71.3% | $2,588-67.0% |
| Participant deferral / active EE | $1,286 | $3,026-57.5% | $4,567-71.8% | $4,289-70.0% |
| Admin fee / account holder | $24,163 | $1,994+1112.0% | $6,412+276.8% | $1,587+1422.2% |