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 | $166,305 | $127,065+30.9% | $113,168+47.0% | $142,382+16.8% |
| Participation rate | 21.7% | 79.2%-57.5pp | 76.6%-54.8pp | 80.1%-58.4pp |
| Annual return | 8.74% | 24.03%-15.3pp | 24.27%-15.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,901 | $5,716-49.2% | $5,107-43.2% | $6,507-55.4% |
| Admin fee / account holder | $4,330 | $15,736-72.5% | $12,068-64.1% | $12,624-65.7% |