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 | $48,230+38.3% | $67,502-1.2% | $80,856-17.5% |
| Participation rate | 21.4% | 66.4%-44.9pp | 72.9%-51.4pp | 67.6%-46.2pp |
| Annual return | 8.73% | 18.28%-9.5pp | 3512.12%-3503.4pp | 35.59%-26.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,575 | $2,924+22.3% | $4,000-10.6% | $4,296-16.8% |
| Admin fee / account holder | $11,690 | $3,681+217.6% | $3,998+192.4% | $6,918+69.0% |