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 | $125,969 | $87,733+43.6% | $106,548+18.2% | $85,850+46.7% |
| Participation rate | 61.5% | 71.9%-10.4pp | 76.1%-14.6pp | 69.3%-7.8pp |
| Annual return | 10.53% | 21.86%-11.3pp | 26.80%-16.3pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,516 | $2,073-26.9% | $2,819-46.2% | $2,565-40.9% |
| Participant deferral / active EE | $5,614 | $3,469+61.8% | $4,398+27.7% | $3,952+42.1% |
| Admin fee / account holder | $2,555 | $6,767-62.2% | $7,407-65.5% | $6,260-59.2% |