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 | $53,046 | $56,897-6.8% | $84,750-37.4% | $62,891-15.7% |
| Participation rate | 61.2% | 68.5%-7.3pp | 76.6%-15.4pp | 69.3%-8.1pp |
| Annual return | -0.31% | 6.30%-6.6pp | 22.78%-23.1pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,650 | $2,709-2.2% | $3,712-28.6% | $3,203-17.3% |
| Admin fee / account holder | $5,423 | $3,581+51.5% | $5,332+1.7% | $4,296+26.3% |