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 | $68,956 | $70,908-2.8% | $98,907-30.3% | $73,488-6.2% |
| Participation rate | 56.2% | 73.8%-17.6pp | 76.0%-19.8pp | 70.7%-14.5pp |
| Annual return | 10.65% | 34.17%-23.5pp | 196.43%-185.8pp | 28.51%-17.9pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,695 | $3,500-51.6% | $4,244-60.1% | $3,740-54.7% |
| Admin fee / account holder | $6,118 | $535+1043.8% | $6,642-7.9% | $513+1092.5% |