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 | $90,292 | $92,985-2.9% | $153,485-41.2% | $80,856+11.7% |
| Participation rate | 44.8% | 69.0%-24.1pp | 77.1%-32.3pp | 67.6%-22.8pp |
| Annual return | 5.58% | 19.95%-14.4pp | 15.65%-10.1pp | 35.59%-30.0pp |
| Employer contribution / active EE | $1,218 | $3,507-65.3% | $5,039-75.8% | $2,755-55.8% |
| Participant deferral / active EE | $3,384 | $5,178-34.6% | $6,757-49.9% | $4,296-21.2% |
| Admin fee / account holder | $1,147 | $8,880-87.1% | $12,724-91.0% | $6,918-83.4% |