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 | $66,311 | $85,766-22.7% | $136,294-51.3% | $70,131-5.4% |
| Participation rate | 57.4% | 74.2%-16.7pp | 81.9%-24.5pp | 69.5%-12.1pp |
| Annual return | 14.09% | 31.45%-17.4pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,449 | $5,051+7.9% | $6,247-12.8% | $3,332+63.5% |
| Admin fee / account holder | $16,583 | $5,420+205.9% | $9,243+79.4% | $4,645+257.0% |