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 | $166,009 | $72,012+130.5% | $185,823-10.7% | $79,858+107.9% |
| Participation rate | 50.0% | 65.8%-15.8pp | 78.0%-28.0pp | 69.6%-19.6pp |
| Annual return | 6.31% | 23.12%-16.8pp | 35.95%-29.6pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,371 | $1,965-30.2% | $4,087-66.5% | $2,471-44.5% |
| Participant deferral / active EE | $2,187 | $3,779-42.1% | $5,632-61.2% | $3,740-41.5% |
| Admin fee / account holder | $2,802 | $4,513-37.9% | $9,500-70.5% | $5,306-47.2% |