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 | $166,608 | $116,875+42.6% | $135,584+22.9% | $116,875+42.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 74.9%-24.9pp | 74.5%-24.5pp |
| Annual return | 11.38% | 16.29%-4.9pp | -6.29%+17.7pp | 16.29%-4.9pp |
| Employer contribution / active EE | $1,344 | $3,288-59.1% | $2,978-54.9% | $3,288-59.1% |
| Participant deferral / active EE | $2,847 | $3,885-26.7% | $3,505-18.8% | $3,885-26.7% |
| Admin fee / account holder | $1,137 | $12,263-90.7% | $7,720-85.3% | $12,263-90.7% |