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 | $84,748 | $59,839+41.6% | $81,983+3.4% | $79,858+6.1% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.2%-19.2pp | 69.6%-19.6pp |
| Annual return | 3.38% | 17.56%-14.2pp | 41.31%-37.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,240 | $2,695-16.9% | $3,722-39.8% | $3,740-40.1% |
| Admin fee / account holder | $2,761 | $4,287-35.6% | $5,664-51.2% | $5,306-48.0% |