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 | $148,984 | $109,413+36.2% | $156,263-4.7% | $84,808+75.7% |
| Participation rate | 57.1% | 72.7%-15.5pp | 78.9%-21.8pp | 68.3%-11.2pp |
| Annual return | 11.00% | 20.18%-9.2pp | 59.47%-48.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,601 | $4,590-43.3% | $6,158-57.8% | $4,212-38.2% |
| Admin fee / account holder | $7,608 | $9,357-18.7% | $14,255-46.6% | $7,344+3.6% |