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 7-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 | $98,459 | $109,881-10.4% | $150,045-34.4% | $84,808+16.1% |
| Participation rate | 20.0% | 76.1%-56.1pp | 82.3%-62.3pp | 68.3%-48.3pp |
| Annual return | 7.21% | 28.25%-21.0pp | 62.55%-55.3pp | 40.90%-33.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,077 | $6,636-23.5% | $7,997-36.5% | $4,212+20.6% |
| Admin fee / account holder | $5,669 | $8,568-33.8% | $13,435-57.8% | $7,344-22.8% |