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 | $128,218 | $65,041+97.1% | $90,951+41.0% | $79,858+60.6% |
| Participation rate | 59.3% | 61.6%-2.3pp | 69.0%-9.7pp | 69.6%-10.3pp |
| Annual return | 8.99% | 30.45%-21.5pp | 134.60%-125.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,821 | $2,512+12.3% | $3,373-16.4% | $3,740-24.6% |
| Admin fee / account holder | $5,836 | $4,536+28.7% | $5,959-2.1% | $5,306+10.0% |