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 | $57,079 | $53,516+6.7% | $126,539-54.9% | $84,808-32.7% |
| Participation rate | 55.9% | 58.2%-2.3pp | 69.8%-13.9pp | 68.3%-12.4pp |
| Annual return | 12.07% | 58.34%-46.3pp | 425.95%-413.9pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,936 | $1,535+26.2% | $3,674-47.3% | $2,631-26.4% |
| Participant deferral / active EE | $3,248 | $2,671+21.6% | $4,083-20.4% | $4,212-22.9% |
| Admin fee / account holder | $4,708 | $4,497+4.7% | $6,065-22.4% | $7,344-35.9% |