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 | $126,535 | $108,825+16.3% | $156,181-19.0% | $82,448+53.5% |
| Participation rate | 67.7% | 72.4%-4.6pp | 78.8%-11.1pp | 68.1%-0.3pp |
| Annual return | 11.93% | 20.59%-8.7pp | 64.87%-52.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,147 | $2,870-25.2% | $4,294-50.0% | $2,551-15.9% |
| Participant deferral / active EE | $5,715 | $4,577+24.9% | $6,132-6.8% | $4,139+38.1% |
| Admin fee / account holder | $15,719 | $9,341+68.3% | $14,586+7.8% | $7,234+117.3% |