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 | $92,610 | $72,012+28.6% | $185,823-50.2% | $79,858+16.0% |
| Participation rate | 57.1% | 65.8%-8.6pp | 78.0%-20.9pp | 69.6%-12.5pp |
| Annual return | 10.01% | 23.12%-13.1pp | 35.95%-25.9pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,842 | $1,965-6.2% | $4,087-54.9% | $2,471-25.4% |
| Participant deferral / active EE | $4,225 | $3,779+11.8% | $5,632-25.0% | $3,740+13.0% |
| Admin fee / account holder | $25,723 | $4,513+470.0% | $9,500+170.8% | $5,306+384.8% |