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 | $74,600 | $22,587+230.3% | $65,255+14.3% | $75,163-0.7% |
| Participation rate | 63.4% | 63.1%+0.3pp | 65.0%-1.5pp | 67.2%-3.8pp |
| Annual return | 13.93% | 71.03%-57.1pp | 47.35%-33.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $871 | $941-7.4% | $1,691-48.5% | $2,670-67.4% |
| Participant deferral / active EE | $4,355 | $1,695+156.9% | $2,831+53.8% | $4,125+5.6% |
| Admin fee / account holder | $1,737 | $1,876-7.4% | $4,112-57.8% | $5,651-69.3% |