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 | $104,994 | $65,365+60.6% | $92,893+13.0% | $72,985+43.9% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 16.19% | 42.10%-25.9pp | 109.41%-93.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $2,453 | $2,594-5.4% | $3,653-32.8% | $2,440+0.5% |
| Participant deferral / active EE | $4,698 | $3,128+50.2% | $4,236+10.9% | $3,607+30.2% |
| Admin fee / account holder | $1,778 | $4,251-58.2% | $5,794-69.3% | $5,124-65.3% |