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 | $69,334 | $71,050-2.4% | $93,606-25.9% | $80,856-14.3% |
| Participation rate | 56.4% | 60.4%-4.0pp | 68.7%-12.3pp | 67.6%-11.2pp |
| Annual return | 5.60% | 11.26%-5.7pp | 133.20%-127.6pp | 35.59%-30.0pp |
| Employer contribution / active EE | $1,773 | $1,564+13.4% | $2,420-26.7% | $2,755-35.7% |
| Participant deferral / active EE | $2,739 | $4,034-32.1% | $4,411-37.9% | $4,296-36.3% |
| Admin fee / account holder | $11,175 | $6,945+60.9% | $8,285+34.9% | $6,918+61.5% |