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 3-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 | $101,793 | $81,446+25.0% | $103,374-1.5% | $80,874+25.9% |
| Participation rate | 41.2% | 66.9%-25.7pp | 74.5%-33.3pp | 67.6%-26.5pp |
| Annual return | 10.32% | 25.57%-15.2pp | 24.89%-14.6pp | 35.62%-25.3pp |
| Employer contribution / active EE | $2,253 | $3,107-27.5% | $3,869-41.8% | $2,756-18.3% |
| Participant deferral / active EE | $4,303 | $3,870+11.2% | $5,058-14.9% | $4,297+0.1% |
| Admin fee / account holder | $29,019 | $6,715+332.2% | $8,394+245.7% | $6,935+318.4% |