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 | $120,254 | $67,606+77.9% | $82,313+46.1% | $70,131+71.5% |
| Participation rate | 69.0% | 72.8%-3.7pp | 76.9%-7.8pp | 69.5%-0.5pp |
| Annual return | 11.80% | 21.57%-9.8pp | 25.88%-14.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,130 | $1,755-35.6% | $2,428-53.5% | $2,342-51.8% |
| Participant deferral / active EE | $5,794 | $2,987+94.0% | $3,706+56.3% | $3,332+73.9% |
| Admin fee / account holder | $2,947 | $4,512-34.7% | $5,608-47.5% | $4,645-36.6% |