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 | $100,955 | $92,985+8.6% | $153,485-34.2% | $80,856+24.9% |
| Participation rate | 55.8% | 69.0%-13.1pp | 77.1%-21.2pp | 67.6%-11.8pp |
| Annual return | 10.63% | 19.95%-9.3pp | 15.65%-5.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,006 | $3,507-42.8% | $5,039-60.2% | $2,755-27.2% |
| Participant deferral / active EE | $3,835 | $5,178-25.9% | $6,757-43.2% | $4,296-10.7% |
| Admin fee / account holder | $13,026 | $8,880+46.7% | $12,724+2.4% | $6,918+88.3% |