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 | $90,796 | $48,230+88.3% | $67,502+34.5% | $80,856+12.3% |
| Participation rate | 58.0% | 66.4%-8.4pp | 72.9%-14.9pp | 67.6%-9.6pp |
| Annual return | 10.38% | 18.28%-7.9pp | 3512.12%-3501.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,964 | $2,020-2.7% | $2,731-28.1% | $2,755-28.7% |
| Participant deferral / active EE | $5,580 | $2,924+90.8% | $4,000+39.5% | $4,296+29.9% |
| Admin fee / account holder | $1,940 | $3,681-47.3% | $3,998-51.5% | $6,918-72.0% |