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 | $145,662 | $80,673+80.6% | $101,326+43.8% | $84,808+71.8% |
| Participation rate | 64.0% | 77.8%-13.8pp | 81.5%-17.5pp | 68.3%-4.3pp |
| Annual return | 10.77% | 38.95%-28.2pp | 36.82%-26.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,259 | $2,698-16.3% | $3,665-38.4% | $2,631-14.1% |
| Participant deferral / active EE | $4,312 | $6,840-37.0% | $7,994-46.1% | $4,212+2.4% |
| Admin fee / account holder | $104,694 | $12,784+718.9% | $11,185+836.0% | $7,344+1325.6% |