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 | $149,393 | $60,892+145.3% | $82,389+81.3% | $84,808+76.2% |
| Participation rate | 67.9% | 63.3%+4.6pp | 69.5%-1.7pp | 68.3%-0.5pp |
| Annual return | 10.07% | 37.29%-27.2pp | 28.67%-18.6pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,838 | $1,779+115.7% | $2,517+52.5% | $2,631+45.9% |
| Participant deferral / active EE | $11,682 | $3,179+267.5% | $4,155+181.2% | $4,212+177.4% |
| Admin fee / account holder | $345 | $5,467-93.7% | $7,231-95.2% | $7,344-95.3% |