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 6-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 | $67,944 | $125,758-46.0% | $169,993-60.0% | $75,163-9.6% |
| Participation rate | 61.3% | 83.6%-22.3pp | 87.0%-25.7pp | 67.2%-5.9pp |
| Annual return | 12.08% | 27.20%-15.1pp | 53.37%-41.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,972 | $4,615-35.6% | $6,785-56.2% | $2,670+11.3% |
| Participant deferral / active EE | $5,743 | $6,837-16.0% | $10,408-44.8% | $4,125+39.2% |
| Admin fee / account holder | $1,636 | $8,173-80.0% | $12,815-87.2% | $5,651-71.1% |