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 | $21,785 | $81,248-73.2% | $155,509-86.0% | $80,856-73.1% |
| Participation rate | 67.6% | 66.2%+1.4pp | 78.2%-10.5pp | 67.6%0pp |
| Annual return | 8.53% | 33.31%-24.8pp | 64.67%-56.1pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,647 | $3,452+5.7% | $5,626-35.2% | $4,296-15.1% |
| Admin fee / account holder | $1,793 | $7,997-77.6% | $15,912-88.7% | $6,918-74.1% |