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 | $50,240 | $57,590-12.8% | $86,233-41.7% | $82,448-39.1% |
| Participation rate | 62.1% | 57.9%+4.2pp | 69.0%-6.9pp | 68.1%-6.0pp |
| Annual return | 12.86% | 22.41%-9.6pp | 61.39%-48.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,292 | $1,655-21.9% | $2,504-48.4% | $2,551-49.3% |
| Participant deferral / active EE | $6,080 | $3,080+97.4% | $4,559+33.4% | $4,139+46.9% |
| Admin fee / account holder | $8,828 | $4,730+86.6% | $8,342+5.8% | $7,234+22.0% |