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 | $202,600 | $86,929+133.1% | $102,423+97.8% | $80,856+150.6% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.6%-2.6pp |
| Annual return | 8.53% | 18.88%-10.4pp | 29.32%-20.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,290 | $2,369-3.4% | $3,023-24.3% | $2,755-16.9% |
| Participant deferral / active EE | $4,895 | $4,118+18.9% | $5,053-3.1% | $4,296+13.9% |
| Admin fee / account holder | $16,778 | $8,049+108.5% | $9,451+77.5% | $6,918+142.5% |