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 6-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 | $119,379 | $60,022+98.9% | $88,946+34.2% | $84,808+40.8% |
| Participation rate | 25.0% | 57.8%-32.8pp | 68.8%-43.8pp | 68.3%-43.3pp |
| Annual return | 13.46% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,396 | $3,114-23.0% | $4,581-47.7% | $4,212-43.1% |
| Admin fee / account holder | $10,885 | $4,811+126.3% | $8,261+31.8% | $7,344+48.2% |