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 | $133,472 | $60,892+119.2% | $82,389+62.0% | $84,808+57.4% |
| Participation rate | 64.0% | 63.3%+0.7pp | 69.5%-5.5pp | 68.3%-4.3pp |
| Annual return | 11.75% | 37.29%-25.5pp | 28.67%-16.9pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,695 | $1,779+51.4% | $2,517+7.1% | $2,631+2.4% |
| Participant deferral / active EE | $6,918 | $3,179+117.6% | $4,155+66.5% | $4,212+64.3% |
| Admin fee / account holder | $21,045 | $5,467+284.9% | $7,231+191.0% | $7,344+186.6% |