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 | $69,558 | $94,031-26.0% | $115,768-39.9% | $82,448-15.6% |
| Participation rate | 67.5% | 70.4%-2.9pp | 74.4%-6.9pp | 68.1%-0.6pp |
| Annual return | 11.51% | 20.61%-9.1pp | 100.46%-88.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,223 | $3,972-18.9% | $4,917-34.4% | $4,139-22.1% |
| Admin fee / account holder | $1,827 | $10,249-82.2% | $12,439-85.3% | $7,234-74.7% |