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 | $53,639 | $57,541-6.8% | $95,745-44.0% | $75,163-28.6% |
| Participation rate | 64.6% | 62.5%+2.1pp | 72.3%-7.6pp | 67.2%-2.6pp |
| Annual return | 10.93% | 34.93%-24.0pp | 28.35%-17.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $640 | $1,808-64.6% | $2,835-77.4% | $2,670-76.0% |
| Participant deferral / active EE | $4,424 | $3,074+43.9% | $4,245+4.2% | $4,125+7.2% |
| Admin fee / account holder | $10,699 | $4,099+161.0% | $5,678+88.4% | $5,651+89.3% |