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 | $84,755 | $55,706+52.1% | $75,886+11.7% | $72,985+16.1% |
| Participation rate | 63.6% | 61.1%+2.5pp | 69.3%-5.6pp | 69.5%-5.8pp |
| Annual return | 15.44% | 27.59%-12.2pp | 30.76%-15.3pp | 81.00%-65.6pp |
| Employer contribution / active EE | $997 | $1,687-40.9% | $2,500-60.1% | $2,440-59.1% |
| Participant deferral / active EE | $3,390 | $2,634+28.7% | $3,603-5.9% | $3,607-6.0% |
| Admin fee / account holder | $12,894 | $3,978+224.1% | $5,418+138.0% | $5,124+151.6% |