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 4-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 | $89,326 | $100,923-11.5% | $150,045-40.5% | $74,304+20.2% |
| Participation rate | 52.5% | 70.1%-17.6pp | 82.3%-29.8pp | 60.3%-7.8pp |
| Annual return | 13.32% | 51.77%-38.4pp | 62.55%-49.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,556 | $3,463-55.1% | $4,693-66.9% | $2,241-30.6% |
| Participant deferral / active EE | $3,094 | $6,709-53.9% | $7,997-61.3% | $3,767-17.9% |
| Admin fee / account holder | $8,920 | $2,767+222.4% | $13,435-33.6% | $2,969+200.5% |