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 | $92,131 | $77,896+18.3% | $134,172-31.3% | $82,448+11.7% |
| Participation rate | 67.2% | 62.8%+4.4pp | 72.5%-5.3pp | 68.1%-0.9pp |
| Annual return | 11.49% | 18.21%-6.7pp | 25.30%-13.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,779 | $2,159-17.6% | $3,420-48.0% | $2,551-30.3% |
| Participant deferral / active EE | $3,905 | $3,162+23.5% | $4,690-16.7% | $4,139-5.7% |
| Admin fee / account holder | $1,695 | $6,336-73.3% | $12,016-85.9% | $7,234-76.6% |