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 6-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 | $44,071 | $86,929-49.3% | $102,423-57.0% | $80,856-45.5% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.6%+1.1pp |
| Annual return | 9.59% | 18.88%-9.3pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,952 | $2,369-17.6% | $3,023-35.5% | $2,755-29.2% |
| Participant deferral / active EE | $4,498 | $4,118+9.2% | $5,053-11.0% | $4,296+4.7% |
| Admin fee / account holder | $846 | $8,049-89.5% | $9,451-91.0% | $6,918-87.8% |