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 9-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 | $59,273 | $46,553+27.3% | $64,056-7.5% | $75,163-21.1% |
| Participation rate | 67.1% | 65.9%+1.2pp | 72.3%-5.2pp | 67.2%-0.1pp |
| Annual return | 10.20% | 26.03%-15.8pp | 33.69%-23.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $2,180 | $1,974+10.4% | $2,747-20.6% | $2,670-18.3% |
| Participant deferral / active EE | $9,618 | $2,837+239.1% | $3,880+147.9% | $4,125+133.2% |
| Admin fee / account holder | $2,542 | $2,952-13.9% | $3,068-17.1% | $5,651-55.0% |