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 | $176,276 | $148,978+18.3% | $200,582-12.1% | $84,808+107.9% |
| Participation rate | 69.0% | 84.2%-15.3pp | 86.9%-17.9pp | 68.3%+0.7pp |
| Annual return | 12.10% | 28.16%-16.1pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,005 | $4,815-37.6% | $6,419-53.2% | $2,631+14.2% |
| Participant deferral / active EE | $6,078 | $7,142-14.9% | $9,331-34.9% | $4,212+44.3% |
| Admin fee / account holder | $9,147 | $13,977-34.6% | $16,305-43.9% | $7,344+24.6% |