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 | $98,844 | $63,346+56.0% | $92,233+7.2% | $70,131+40.9% |
| Participation rate | 42.9% | 68.7%-25.8pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 12.25% | 530.12%-517.9pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,378 | $2,471-3.8% | $3,679-35.4% | $2,342+1.5% |
| Participant deferral / active EE | $4,555 | $2,854+59.6% | $3,897+16.9% | $3,332+36.7% |
| Admin fee / account holder | $4,034 | $3,840+5.0% | $5,194-22.3% | $4,645-13.2% |