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 7-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 | $82,781 | $86,929-4.8% | $102,423-19.2% | $80,856+2.4% |
| Participation rate | 45.2% | 72.4%-27.1pp | 76.5%-31.3pp | 67.6%-22.4pp |
| Annual return | 10.23% | 18.88%-8.6pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,265 | $2,369-4.4% | $3,023-25.1% | $2,755-17.8% |
| Participant deferral / active EE | $3,676 | $4,118-10.7% | $5,053-27.2% | $4,296-14.4% |
| Admin fee / account holder | $13,000 | $8,049+61.5% | $9,451+37.6% | $6,918+87.9% |