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 6-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 | $72,482 | $64,890+11.7% | $134,172-46.0% | $67,986+6.6% |
| Participation rate | 14.7% | 48.5%-33.8pp | 72.5%-57.8pp | 57.2%-42.5pp |
| Annual return | 8.99% | 16.12%-7.1pp | 25.30%-16.3pp | 31.67%-22.7pp |
| Employer contribution / active EE | $680 | $1,360-50.0% | $3,420-80.1% | $2,019-66.3% |
| Participant deferral / active EE | $1,388 | $2,289-39.3% | $4,690-70.4% | $3,358-58.7% |
| Admin fee / account holder | $1,241 | $3,140-60.5% | $12,016-89.7% | $3,203-61.3% |