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 | $197,813 | $53,516+269.6% | $126,539+56.3% | $84,808+133.2% |
| Participation rate | 61.5% | 58.2%+3.3pp | 69.8%-8.3pp | 68.3%-6.8pp |
| Annual return | 12.37% | 58.34%-46.0pp | 425.95%-413.6pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,754 | $1,535+14.3% | $3,674-52.3% | $2,631-33.3% |
| Participant deferral / active EE | $4,853 | $2,671+81.7% | $4,083+18.9% | $4,212+15.2% |
| Admin fee / account holder | $4,818 | $4,497+7.2% | $6,065-20.6% | $7,344-34.4% |