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 | $89,753+34.6% | $107,525+12.3% | $84,808+42.4% |
| Participation rate | 67.5% | 68.1%-0.6pp | 75.1%-7.6pp | 68.3%-0.8pp |
| Annual return | 11.76% | 29.48%-17.7pp | 181.32%-169.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,821 | $3,113-9.4% | $3,754-24.8% | $2,631+7.2% |
| Participant deferral / active EE | $3,602 | $4,056-11.2% | $5,116-29.6% | $4,212-14.5% |
| Admin fee / account holder | $9,712 | $7,222+34.5% | $8,919+8.9% | $7,344+32.2% |