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 6-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 | $35,583 | $66,098-46.2% | $101,794-65.0% | $74,304-52.1% |
| Participation rate | 30.2% | 53.8%-23.6pp | 69.2%-39.0pp | 60.3%-30.2pp |
| Annual return | 11.04% | 19.59%-8.6pp | 30.53%-19.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,042 | $2,781-26.6% | $4,084-50.0% | $3,767-45.8% |
| Admin fee / account holder | $3,338 | $4,146-19.5% | $8,777-62.0% | $2,969+12.4% |