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 | $104,895 | $86,929+20.7% | $102,423+2.4% | $80,856+29.7% |
| Participation rate | 58.8% | 72.4%-13.6pp | 76.5%-17.7pp | 67.6%-8.8pp |
| Annual return | 4.56% | 18.88%-14.3pp | 29.32%-24.8pp | 35.59%-31.0pp |
| Employer contribution / active EE | $1,170 | $2,369-50.6% | $3,023-61.3% | $2,755-57.5% |
| Participant deferral / active EE | $3,349 | $4,118-18.7% | $5,053-33.7% | $4,296-22.0% |
| Admin fee / account holder | $5,877 | $8,049-27.0% | $9,451-37.8% | $6,918-15.0% |