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 | $77,923 | $78,926-1.3% | $136,749-43.0% | $84,808-8.1% |
| Participation rate | 69.2% | 62.2%+7.1pp | 72.1%-2.9pp | 68.3%+0.9pp |
| Annual return | 11.04% | 18.17%-7.1pp | 24.33%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,756 | $2,134+29.1% | $3,400-18.9% | $2,631+4.8% |
| Participant deferral / active EE | $3,622 | $3,168+14.3% | $4,692-22.8% | $4,212-14.0% |
| Admin fee / account holder | $12,625 | $6,369+98.2% | $11,386+10.9% | $7,344+71.9% |