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 | $100,732 | $54,705+84.1% | $71,209+41.5% | $84,808+18.8% |
| Participation rate | 67.7% | 64.1%+3.7pp | 73.8%-6.0pp | 68.3%-0.6pp |
| Annual return | 8.89% | 35.90%-27.0pp | 282.51%-273.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,152 | $2,158-0.3% | $2,721-20.9% | $2,631-18.2% |
| Participant deferral / active EE | $4,501 | $3,030+48.5% | $4,175+7.8% | $4,212+6.9% |
| Admin fee / account holder | $1,130 | $4,863-76.8% | $5,349-78.9% | $7,344-84.6% |