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 | $91,169 | $56,053+62.6% | $75,972+20.0% | $80,856+12.8% |
| Participation rate | 53.6% | 62.0%-8.5pp | 69.1%-15.5pp | 67.6%-14.1pp |
| Annual return | 9.41% | 20.53%-11.1pp | 359.55%-350.1pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,058 | $1,874+9.8% | $2,685-23.3% | $2,755-25.3% |
| Participant deferral / active EE | $4,100 | $3,052+34.4% | $4,255-3.6% | $4,296-4.5% |
| Admin fee / account holder | $4,597 | $5,234-12.2% | $6,467-28.9% | $6,918-33.5% |