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 | $83,539 | $48,076+73.8% | $78,689+6.2% | $62,891+32.8% |
| Participation rate | 68.6% | 65.2%+3.4pp | 73.6%-5.0pp | 69.3%-0.7pp |
| Annual return | -2.17% | 31.35%-33.5pp | 62.18%-64.3pp | 20.14%-22.3pp |
| Employer contribution / active EE | $2,443 | $2,015+21.2% | $2,851-14.3% | $2,281+7.1% |
| Participant deferral / active EE | $5,951 | $2,588+130.0% | $3,517+69.2% | $3,203+85.8% |
| Admin fee / account holder | $6,284 | $3,207+95.9% | $4,510+39.3% | $4,296+46.3% |