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 | $80,532 | $55,706+44.6% | $75,886+6.1% | $72,985+10.3% |
| Participation rate | 53.6% | 61.1%-7.6pp | 69.3%-15.7pp | 69.5%-15.9pp |
| Annual return | -0.67% | 27.59%-28.3pp | 30.76%-31.4pp | 81.00%-81.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,159 | $2,634-18.0% | $3,603-40.1% | $3,607-40.1% |
| Admin fee / account holder | $1,699 | $3,978-57.3% | $5,418-68.6% | $5,124-66.8% |