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 | $94,627 | $59,839+58.1% | $81,983+15.4% | $79,858+18.5% |
| Participation rate | 55.9% | 61.6%-5.7pp | 69.2%-13.4pp | 69.6%-13.8pp |
| Annual return | 7.52% | 17.56%-10.0pp | 41.31%-33.8pp | 31.71%-24.2pp |
| Employer contribution / active EE | $344 | $1,713-79.9% | $2,498-86.2% | $2,471-86.1% |
| Participant deferral / active EE | $1,119 | $2,695-58.5% | $3,722-69.9% | $3,740-70.1% |
| Admin fee / account holder | $8,108 | $4,287+89.1% | $5,664+43.2% | $5,306+52.8% |