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 | $121,477 | $78,422+54.9% | $95,952+26.6% | $79,858+52.1% |
| Participation rate | 41.4% | 73.5%-32.1pp | 77.1%-35.7pp | 69.6%-28.3pp |
| Annual return | 9.48% | 19.37%-9.9pp | 91.61%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,817 | $3,440-47.2% | $4,167-56.4% | $3,740-51.4% |
| Admin fee / account holder | $2,347 | $5,622-58.2% | $6,795-65.5% | $5,306-55.8% |