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 | $125,930 | $110,257+14.2% | $96,544+30.4% | $139,434-9.7% |
| Participation rate | 53.3% | 78.1%-24.8pp | 76.0%-22.6pp | 80.3%-27.0pp |
| Annual return | 6.20% | 26.32%-20.1pp | 25.84%-19.6pp | 372.94%-366.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,539 | $5,548-0.2% | $4,851+14.2% | $6,710-17.4% |
| Admin fee / account holder | $850 | $11,591-92.7% | $8,252-89.7% | $11,403-92.5% |