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 | $73,227 | $86,332-15.2% | $125,175-41.5% | $65,185+12.3% |
| Participation rate | 59.4% | 75.3%-15.9pp | 79.8%-20.4pp | 70.2%-10.8pp |
| Annual return | 7.19% | 27.43%-20.2pp | 43.79%-36.6pp | 29.38%-22.2pp |
| Employer contribution / active EE | $1,615 | $2,040-20.8% | $3,865-58.2% | $2,177-25.8% |
| Participant deferral / active EE | $2,898 | $3,537-18.1% | $4,937-41.3% | $3,514-17.5% |
| Admin fee / account holder | $1,103 | $609+81.1% | $9,702-88.6% | $847+30.2% |