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 6-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 | $142,719 | $57,590+147.8% | $86,233+65.5% | $82,448+73.1% |
| Participation rate | 60.0% | 57.9%+2.1pp | 69.0%-9.0pp | 68.1%-8.1pp |
| Annual return | 10.04% | 22.41%-12.4pp | 61.39%-51.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,146 | $1,655+90.0% | $2,504+25.6% | $2,551+23.3% |
| Participant deferral / active EE | $7,736 | $3,080+151.2% | $4,559+69.7% | $4,139+86.9% |
| Admin fee / account holder | $13,367 | $4,730+182.6% | $8,342+60.2% | $7,234+84.8% |