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 | $68,782 | $56,897+20.9% | $84,750-18.8% | $62,891+9.4% |
| Participation rate | 27.9% | 68.5%-40.6pp | 76.6%-48.7pp | 69.3%-41.4pp |
| Annual return | 4.26% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,690 | $2,709-37.6% | $3,712-54.5% | $3,203-47.2% |
| Admin fee / account holder | $2,111 | $3,581-41.0% | $5,332-60.4% | $4,296-50.9% |