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 | $66,708 | $48,277+38.2% | $67,511-1.2% | $80,874-17.5% |
| Participation rate | 21.4% | 66.4%-45.0pp | 72.9%-51.5pp | 67.6%-46.2pp |
| Annual return | 8.73% | 18.27%-9.5pp | 3517.41%-3508.7pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,575 | $2,926+22.2% | $4,000-10.6% | $4,297-16.8% |
| Admin fee / account holder | $11,690 | $3,687+217.0% | $3,999+192.3% | $6,935+68.6% |