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 | $147,520 | $78,422+88.1% | $95,952+53.7% | $79,858+84.7% |
| Participation rate | 58.3% | 73.5%-15.2pp | 77.1%-18.7pp | 69.6%-11.3pp |
| Annual return | 8.46% | 19.37%-10.9pp | 91.61%-83.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,412 | $1,945+24.0% | $2,541-5.1% | $2,471-2.4% |
| Participant deferral / active EE | $4,174 | $3,440+21.4% | $4,167+0.2% | $3,740+11.6% |
| Admin fee / account holder | $2,673 | $5,622-52.5% | $6,795-60.7% | $5,306-49.6% |