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 | $78,427 | $73,787+6.3% | $98,716-20.6% | $82,448-4.9% |
| Participation rate | 41.3% | 61.4%-20.1pp | 69.3%-28.0pp | 68.1%-26.7pp |
| Annual return | 11.57% | 18.57%-7.0pp | 31.81%-20.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,916 | $3,081+27.1% | $4,048-3.2% | $4,139-5.4% |
| Admin fee / account holder | $5,081 | $6,500-21.8% | $8,703-41.6% | $7,234-29.8% |