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 | $248,822 | $109,881+126.4% | $150,045+65.8% | $84,808+193.4% |
| Participation rate | 69.2% | 76.1%-6.9pp | 82.3%-13.1pp | 68.3%+0.9pp |
| Annual return | 13.17% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,591 | $3,561+0.8% | $4,693-23.5% | $2,631+36.5% |
| Participant deferral / active EE | $7,495 | $6,636+12.9% | $7,997-6.3% | $4,212+78.0% |
| Admin fee / account holder | $10,302 | $8,568+20.2% | $13,435-23.3% | $7,344+40.3% |