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 | $106,351 | $57,016+86.5% | $84,966+25.2% | $80,856+31.5% |
| Participation rate | 66.7% | 56.3%+10.3pp | 67.5%-0.8pp | 67.6%-1.0pp |
| Annual return | 9.58% | 21.66%-12.1pp | 66.38%-56.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $4,160 | $1,798+131.4% | $2,727+52.5% | $2,755+51.0% |
| Participant deferral / active EE | $3,859 | $3,110+24.1% | $4,519-14.6% | $4,296-10.2% |
| Admin fee / account holder | $4,200 | $4,980-15.7% | $6,149-31.7% | $6,918-39.3% |