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 | $185,764 | $58,627+216.9% | $76,735+142.1% | $82,448+125.3% |
| Participation rate | 69.2% | 63.2%+6.0pp | 69.5%-0.3pp | 68.1%+1.2pp |
| Annual return | 10.85% | 39.10%-28.3pp | 29.77%-18.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $3,542 | $1,729+104.8% | $2,454+44.3% | $2,551+38.8% |
| Participant deferral / active EE | $4,529 | $3,134+44.5% | $4,088+10.8% | $4,139+9.4% |
| Admin fee / account holder | $10,936 | $5,323+105.5% | $7,189+52.1% | $7,234+51.2% |