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 | $65,684 | $62,672+4.8% | $185,117-64.5% | $70,131-6.3% |
| Participation rate | 54.5% | 63.8%-9.2pp | 77.3%-22.7pp | 69.5%-15.0pp |
| Annual return | 12.42% | 40.79%-28.4pp | 40.50%-28.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,573 | $3,272+39.8% | $5,045-9.4% | $3,332+37.3% |
| Admin fee / account holder | $913 | $3,932-76.8% | $8,159-88.8% | $4,645-80.4% |