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 | $58,427 | $45,073+29.6% | $69,455-15.9% | $72,985-19.9% |
| Participation rate | 41.1% | 68.5%-27.4pp | 74.6%-33.5pp | 69.5%-28.4pp |
| Annual return | 3.32% | 22.65%-19.3pp | 28.97%-25.6pp | 81.00%-77.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,542 | $2,602-40.7% | $3,535-56.4% | $3,607-57.3% |
| Admin fee / account holder | $1,872 | $3,056-38.7% | $3,839-51.2% | $5,124-63.5% |