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 | $88,366 | $55,706+58.6% | $75,886+16.4% | $72,985+21.1% |
| Participation rate | 60.5% | 61.1%-0.6pp | 69.3%-8.8pp | 69.5%-9.0pp |
| Annual return | 14.00% | 27.59%-13.6pp | 30.76%-16.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $2,967 | $1,687+75.9% | $2,500+18.7% | $2,440+21.6% |
| Participant deferral / active EE | $6,362 | $2,634+141.5% | $3,603+76.6% | $3,607+76.4% |
| Admin fee / account holder | $7,579 | $3,978+90.5% | $5,418+39.9% | $5,124+47.9% |