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 | $76,844 | $65,246+17.8% | $98,716-22.2% | $67,986+13.0% |
| Participation rate | 23.6% | 51.4%-27.8pp | 69.3%-45.7pp | 57.2%-33.6pp |
| Annual return | 11.67% | 20.58%-8.9pp | 31.81%-20.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,086 | $2,594-19.6% | $4,048-48.5% | $3,358-37.9% |
| Admin fee / account holder | $8,304 | $4,561+82.1% | $8,703-4.6% | $3,203+159.3% |