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 | $81,195 | $53,901+50.6% | $134,143-39.5% | $73,488+10.5% |
| Participation rate | 46.4% | 62.8%-16.4pp | 72.2%-25.7pp | 70.7%-24.3pp |
| Annual return | 7.46% | 15.82%-8.4pp | 36.33%-28.9pp | 28.51%-21.0pp |
| Employer contribution / active EE | $1,255 | $1,458-14.0% | $3,704-66.1% | $2,270-44.7% |
| Participant deferral / active EE | $2,467 | $2,739-9.9% | $3,499-29.5% | $3,740-34.0% |
| Admin fee / account holder | $2,318 | $581+299.2% | $6,684-65.3% | $513+351.7% |