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 | $71,292 | $81,460-12.5% | $103,333-31.0% | $80,856-11.8% |
| Participation rate | 59.3% | 66.8%-7.6pp | 74.5%-15.2pp | 67.6%-8.4pp |
| Annual return | 9.24% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,090 | $3,105-32.7% | $3,868-46.0% | $2,755-24.1% |
| Participant deferral / active EE | $3,065 | $3,869-20.8% | $5,057-39.4% | $4,296-28.6% |
| Admin fee / account holder | $43,005 | $6,566+554.9% | $8,355+414.7% | $6,918+521.6% |