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 | $167,128 | $80,968+106.4% | $96,544+73.1% | $75,163+122.4% |
| Participation rate | 67.5% | 71.8%-4.3pp | 76.0%-8.5pp | 67.2%+0.3pp |
| Annual return | 12.35% | 27.06%-14.7pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,734 | $2,282+19.8% | $2,965-7.8% | $2,670+2.4% |
| Participant deferral / active EE | $5,084 | $3,928+29.4% | $4,851+4.8% | $4,125+23.3% |
| Admin fee / account holder | $11,663 | $6,724+73.4% | $8,252+41.3% | $5,651+106.4% |