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 | $83,268 | $78,926+5.5% | $136,749-39.1% | $84,808-1.8% |
| Participation rate | 64.5% | 62.2%+2.3pp | 72.1%-7.6pp | 68.3%-3.8pp |
| Annual return | 11.44% | 18.17%-6.7pp | 24.33%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $864 | $2,134-59.5% | $3,400-74.6% | $2,631-67.2% |
| Participant deferral / active EE | $1,602 | $3,168-49.4% | $4,692-65.9% | $4,212-62.0% |
| Admin fee / account holder | $10,051 | $6,369+57.8% | $11,386-11.7% | $7,344+36.9% |