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 | $204,408 | $72,277+182.8% | $101,248+101.9% | $79,858+156.0% |
| Participation rate | 64.7% | 68.5%-3.8pp | 75.8%-11.1pp | 69.6%-4.9pp |
| Annual return | 5.14% | 22.30%-17.2pp | 46.47%-41.3pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,582 | $2,692-41.2% | $3,660-56.8% | $2,471-36.0% |
| Participant deferral / active EE | $4,624 | $3,282+40.9% | $4,370+5.8% | $3,740+23.6% |
| Admin fee / account holder | $2,430 | $4,400-44.8% | $5,945-59.1% | $5,306-54.2% |