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 | $89,507 | $94,625-5.4% | $116,228-23.0% | $84,808+5.5% |
| Participation rate | 38.8% | 70.4%-31.6pp | 74.6%-35.7pp | 68.3%-29.5pp |
| Annual return | 6.21% | 20.40%-14.2pp | 90.06%-83.8pp | 40.90%-34.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,144 | $3,972-46.0% | $4,953-56.7% | $4,212-49.1% |
| Admin fee / account holder | $11,715 | $10,091+16.1% | $11,989-2.3% | $7,344+59.5% |