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 | $73,067 | $51,045+43.1% | $70,515+3.6% | $71,457+2.3% |
| Participation rate | 62.7% | 59.4%+3.3pp | 68.3%-5.6pp | 67.9%-5.2pp |
| Annual return | 13.54% | 42.63%-29.1pp | 32.77%-19.2pp | 28.85%-15.3pp |
| Employer contribution / active EE | $2,065 | $1,790+15.3% | $2,973-30.6% | $2,588-20.2% |
| Participant deferral / active EE | $4,644 | $3,026+53.4% | $4,567+1.7% | $4,289+8.3% |
| Admin fee / account holder | $8,546 | $1,994+328.7% | $6,412+33.3% | $1,587+438.4% |