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 | $109,845 | $71,057+54.6% | $93,654+17.3% | $80,874+35.8% |
| Participation rate | 69.4% | 60.4%+9.0pp | 68.7%+0.7pp | 67.6%+1.8pp |
| Annual return | 9.04% | 11.26%-2.2pp | 133.34%-124.3pp | 35.62%-26.6pp |
| Employer contribution / active EE | $2,193 | $1,564+40.2% | $2,421-9.4% | $2,756-20.4% |
| Participant deferral / active EE | $3,659 | $4,034-9.3% | $4,413-17.1% | $4,297-14.8% |
| Admin fee / account holder | $1,739 | $6,944-75.0% | $8,282-79.0% | $6,935-74.9% |