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 | $196,933 | $86,929+126.5% | $102,423+92.3% | $80,856+143.6% |
| Participation rate | 51.7% | 72.4%-20.7pp | 76.5%-24.8pp | 67.6%-15.9pp |
| Annual return | 8.61% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $3,737 | $2,369+57.7% | $3,023+23.6% | $2,755+35.7% |
| Participant deferral / active EE | $5,905 | $4,118+43.4% | $5,053+16.9% | $4,296+37.5% |
| Admin fee / account holder | $7,912 | $8,049-1.7% | $9,451-16.3% | $6,918+14.4% |