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 | $118,326 | $89,753+31.8% | $107,525+10.0% | $84,808+39.5% |
| Participation rate | 68.2% | 68.1%+0.1pp | 75.1%-6.9pp | 68.3%-0.1pp |
| Annual return | 11.10% | 29.48%-18.4pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,705 | $3,113-13.1% | $3,754-27.9% | $2,631+2.8% |
| Participant deferral / active EE | $3,824 | $4,056-5.7% | $5,116-25.2% | $4,212-9.2% |
| Admin fee / account holder | $6,934 | $7,222-4.0% | $8,919-22.3% | $7,344-5.6% |