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 | $112,253 | $71,050+58.0% | $93,606+19.9% | $80,856+38.8% |
| Participation rate | 67.9% | 60.4%+7.4pp | 68.7%-0.9pp | 67.6%+0.2pp |
| Annual return | 9.68% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $840 | $1,564-46.3% | $2,420-65.3% | $2,755-69.5% |
| Participant deferral / active EE | $4,352 | $4,034+7.9% | $4,411-1.4% | $4,296+1.3% |
| Admin fee / account holder | $4,367 | $6,945-37.1% | $8,285-47.3% | $6,918-36.9% |