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 | $150,460 | $73,933+103.5% | $96,683+55.6% | $75,163+100.2% |
| Participation rate | 67.9% | 66.4%+1.4pp | 74.3%-6.5pp | 67.2%+0.7pp |
| Annual return | 0.30% | 26.70%-26.4pp | 35.69%-35.4pp | 160.62%-160.3pp |
| Employer contribution / active EE | $1,580 | $2,928-46.0% | $3,737-57.7% | $2,670-40.8% |
| Participant deferral / active EE | $5,510 | $3,659+50.6% | $4,878+13.0% | $4,125+33.6% |
| Admin fee / account holder | $5,454 | $5,216+4.6% | $6,730-19.0% | $5,651-3.5% |