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 | $119,835 | $67,411+77.8% | $91,001+31.7% | $70,131+70.9% |
| Participation rate | 64.5% | 71.4%-6.8pp | 75.6%-11.1pp | 69.5%-5.0pp |
| Annual return | 10.45% | -40.16%+50.6pp | 4.60%+5.8pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,917 | $1,786+63.3% | $2,456+18.8% | $2,342+24.5% |
| Participant deferral / active EE | $5,183 | $2,823+83.6% | $3,547+46.1% | $3,332+55.6% |
| Admin fee / account holder | $31,803 | $4,236+650.8% | $5,417+487.1% | $4,645+584.6% |