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 | $196,099 | $100,970+94.2% | $96,576+103.1% | $137,256+42.9% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 11.73% | 38.16%-26.4pp | 38.47%-26.7pp | 220.34%-208.6pp |
| Employer contribution / active EE | $7,108 | $3,809+86.6% | $3,553+100.0% | $4,156+71.0% |
| Participant deferral / active EE | $33,198 | $8,286+300.6% | $7,956+317.2% | $6,407+418.2% |
| Admin fee / account holder | $4,987 | $11,312-55.9% | $11,381-56.2% | $12,270-59.4% |