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 | $164,629 | $86,286+90.8% | $111,297+47.9% | $85,850+91.8% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 9.38% | 19.99%-10.6pp | 54.65%-45.3pp | 318.53%-309.2pp |
| Employer contribution / active EE | $2,073 | $2,043+1.5% | $2,731-24.1% | $2,565-19.2% |
| Participant deferral / active EE | $3,757 | $3,641+3.2% | $4,487-16.3% | $3,952-4.9% |
| Admin fee / account holder | $539 | $8,188-93.4% | $7,964-93.2% | $6,260-91.4% |