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 | $85,952 | $61,660+39.4% | $80,019+7.4% | $64,186+33.9% |
| Participation rate | 63.3% | 71.7%-8.4pp | 75.8%-12.5pp | 69.6%-6.2pp |
| Annual return | -8.03% | -0.33%-7.7pp | 11.22%-19.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,665 | $1,810-8.0% | $2,468-32.5% | $2,381-30.1% |
| Participant deferral / active EE | $4,315 | $2,968+45.4% | $3,686+17.1% | $3,470+24.4% |
| Admin fee / account holder | $3,331 | $5,417-38.5% | $6,521-48.9% | $4,888-31.9% |