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 | $94,785 | $85,202+11.2% | $172,739-45.1% | $72,985+29.9% |
| Participation rate | 61.8% | 70.1%-8.3pp | 82.6%-20.9pp | 69.5%-7.7pp |
| Annual return | 13.74% | 27.32%-13.6pp | 802.84%-789.1pp | 81.00%-67.3pp |
| Employer contribution / active EE | $3,052 | $3,324-8.2% | $5,143-40.7% | $2,440+25.1% |
| Participant deferral / active EE | $2,340 | $3,260-28.2% | $5,198-55.0% | $3,607-35.1% |
| Admin fee / account holder | $1,028 | $5,884-82.5% | $13,954-92.6% | $5,124-79.9% |