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 | $63,793 | $53,822+18.5% | $75,696-15.7% | $85,850-25.7% |
| Participation rate | 31.0% | 69.1%-38.0pp | 74.8%-43.8pp | 69.3%-38.3pp |
| Annual return | 11.97% | 24.54%-12.6pp | 104.53%-92.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,011 | $2,895-30.5% | $3,821-47.4% | $3,952-49.1% |
| Admin fee / account holder | $7,089 | $3,343+112.1% | $3,619+95.9% | $6,260+13.2% |