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 | $102,494 | $91,190+12.4% | $178,490-42.6% | $79,858+28.3% |
| Participation rate | 37.9% | 69.2%-31.3pp | 81.9%-44.0pp | 69.6%-31.7pp |
| Annual return | 6.53% | 24.19%-17.7pp | 151.07%-144.5pp | 31.71%-25.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $963 | $3,236-70.2% | $5,202-81.5% | $3,740-74.2% |
| Admin fee / account holder | $2,109 | $6,751-68.8% | $13,984-84.9% | $5,306-60.3% |