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 5-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 | $78,974 | $81,248-2.8% | $155,509-49.2% | $80,856-2.3% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 9.33% | 33.31%-24.0pp | 64.67%-55.3pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,445 | $3,100-21.1% | $4,672-47.7% | $2,755-11.2% |
| Participant deferral / active EE | $4,884 | $3,452+41.5% | $5,626-13.2% | $4,296+13.7% |
| Admin fee / account holder | $27,148 | $7,997+239.5% | $15,912+70.6% | $6,918+292.4% |