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 | $125,285 | $86,929+44.1% | $102,423+22.3% | $80,856+54.9% |
| Participation rate | 51.4% | 72.4%-20.9pp | 76.5%-25.1pp | 67.6%-16.2pp |
| Annual return | 9.12% | 18.88%-9.8pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,567 | $2,369-33.9% | $3,023-48.2% | $2,755-43.1% |
| Participant deferral / active EE | $2,410 | $4,118-41.5% | $5,053-52.3% | $4,296-43.9% |
| Admin fee / account holder | $1,987 | $8,049-75.3% | $9,451-79.0% | $6,918-71.3% |