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 | $53,441 | $87,841-39.2% | $133,980-60.1% | $62,891-15.0% |
| Participation rate | 59.0% | 83.4%-24.4pp | 87.1%-28.1pp | 69.3%-10.3pp |
| Annual return | 5.29% | 12.05%-6.8pp | 29.30%-24.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,046 | $4,812-36.7% | $6,282-51.5% | $3,203-4.9% |
| Admin fee / account holder | $5,283 | $5,371-1.6% | $9,324-43.3% | $4,296+23.0% |