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 | $220,152 | $60,022+266.8% | $88,946+147.5% | $84,808+159.6% |
| Participation rate | 48.3% | 57.8%-9.6pp | 68.8%-20.6pp | 68.3%-20.0pp |
| Annual return | 13.32% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,585 | $1,703-6.9% | $2,555-38.0% | $2,631-39.7% |
| Participant deferral / active EE | $4,559 | $3,114+46.4% | $4,581-0.5% | $4,212+8.2% |
| Admin fee / account holder | $594 | $4,811-87.6% | $8,261-92.8% | $7,344-91.9% |