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 | $94,968 | $53,516+77.5% | $126,539-24.9% | $84,808+12.0% |
| Participation rate | 68.4% | 58.2%+10.2pp | 69.8%-1.4pp | 68.3%+0.1pp |
| Annual return | 8.94% | 58.34%-49.4pp | 425.95%-417.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $3,943 | $1,535+156.9% | $3,674+7.3% | $2,631+49.9% |
| Participant deferral / active EE | $2,163 | $2,671-19.0% | $4,083-47.0% | $4,212-48.6% |
| Admin fee / account holder | $4,648 | $4,497+3.4% | $6,065-23.4% | $7,344-36.7% |