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 | $74,927+4.7% | $101,794-23.0% | $84,808-7.5% |
| Participation rate | 41.3% | 61.4%-20.1pp | 69.2%-27.9pp | 68.3%-27.0pp |
| Annual return | 11.57% | 18.70%-7.1pp | 30.53%-19.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,916 | $3,099+26.4% | $4,084-4.1% | $4,212-7.0% |
| Admin fee / account holder | $5,081 | $6,514-22.0% | $8,777-42.1% | $7,344-30.8% |