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 | $45,069 | $85,766-47.5% | $136,294-66.9% | $70,131-35.7% |
| Participation rate | 20.6% | 74.2%-53.5pp | 81.9%-61.3pp | 69.5%-48.9pp |
| Annual return | 14.05% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,434 | $5,051-51.8% | $6,247-61.0% | $3,332-27.0% |
| Admin fee / account holder | $4,538 | $5,420-16.3% | $9,243-50.9% | $4,645-2.3% |