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 | $66,016 | $81,460-19.0% | $103,333-36.1% | $80,856-18.4% |
| Participation rate | 51.4% | 66.8%-15.4pp | 74.5%-23.1pp | 67.6%-16.2pp |
| Annual return | 9.28% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,503 | $3,869-9.5% | $5,057-30.7% | $4,296-18.5% |
| Admin fee / account holder | $12,857 | $6,566+95.8% | $8,355+53.9% | $6,918+85.9% |