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 | $91,351 | $51,638+76.9% | $68,368+33.6% | $82,448+10.8% |
| Participation rate | 61.2% | 63.6%-2.4pp | 73.8%-12.5pp | 68.1%-6.8pp |
| Annual return | 9.94% | 37.53%-27.6pp | 292.57%-282.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,042 | $2,047-0.2% | $2,649-22.9% | $2,551-19.9% |
| Participant deferral / active EE | $1,227 | $2,914-57.9% | $4,123-70.2% | $4,139-70.4% |
| Admin fee / account holder | $3,639 | $4,643-21.6% | $5,150-29.3% | $7,234-49.7% |