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 | $103,139 | $41,981+145.7% | $63,412+62.6% | $59,632+73.0% |
| Participation rate | 54.5% | 60.3%-5.7pp | 67.1%-12.6pp | 68.7%-14.1pp |
| Annual return | -2.85% | 13.04%-15.9pp | 4.04%-6.9pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,500 | $2,002+224.8% | $2,496+160.5% | $3,192+103.7% |
| Admin fee / account holder | $1,694 | $3,509-51.7% | $3,753-54.9% | $4,297-60.6% |