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 | $73,485 | $57,057+28.8% | $85,009-13.6% | $80,874-9.1% |
| Participation rate | 68.0% | 56.4%+11.6pp | 67.5%+0.5pp | 67.6%+0.4pp |
| Annual return | 9.37% | 21.66%-12.3pp | 66.47%-57.1pp | 35.62%-26.2pp |
| Employer contribution / active EE | $871 | $1,799-51.6% | $2,728-68.1% | $2,756-68.4% |
| Participant deferral / active EE | $5,097 | $3,112+63.8% | $4,522+12.7% | $4,297+18.6% |
| Admin fee / account holder | $2,975 | $4,986-40.3% | $6,153-51.6% | $6,935-57.1% |