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 | $121,898 | $65,365+86.5% | $92,893+31.2% | $72,985+67.0% |
| Participation rate | 35.7% | 68.3%-32.6pp | 76.0%-40.3pp | 69.5%-33.8pp |
| Annual return | 13.93% | 42.10%-28.2pp | 109.41%-95.5pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,136 | $2,594-56.2% | $3,653-68.9% | $2,440-53.4% |
| Participant deferral / active EE | $2,531 | $3,128-19.1% | $4,236-40.3% | $3,607-29.8% |
| Admin fee / account holder | $654 | $4,251-84.6% | $5,794-88.7% | $5,124-87.2% |