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 | $120,786 | $88,672+36.2% | $105,223+14.8% | $82,448+46.5% |
| Participation rate | 67.5% | 67.9%-0.4pp | 75.0%-7.5pp | 68.1%-0.6pp |
| Annual return | 11.76% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,821 | $3,048-7.4% | $3,689-23.5% | $2,551+10.6% |
| Participant deferral / active EE | $3,602 | $4,036-10.7% | $5,072-29.0% | $4,139-13.0% |
| Admin fee / account holder | $9,712 | $7,146+35.9% | $8,859+9.6% | $7,234+34.2% |