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 | $53,536 | $49,025+9.2% | $87,507-38.8% | $62,891-14.9% |
| Participation rate | 26.8% | 64.9%-38.1pp | 73.8%-47.1pp | 69.3%-42.5pp |
| Annual return | 2.82% | 10.02%-7.2pp | 12.21%-9.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,456 | $2,289+7.3% | $3,149-22.0% | $3,203-23.3% |
| Admin fee / account holder | $1,629 | $4,065-59.9% | $4,221-61.4% | $4,296-62.1% |