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 | $94,625-26.5% | $116,228-40.2% | $84,808-18.0% |
| Participation rate | 67.5% | 70.4%-2.9pp | 74.6%-7.1pp | 68.3%-0.8pp |
| Annual return | 11.51% | 20.40%-8.9pp | 90.06%-78.5pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,223 | $3,972-18.9% | $4,953-34.9% | $4,212-23.5% |
| Admin fee / account holder | $1,827 | $10,091-81.9% | $11,989-84.8% | $7,344-75.1% |