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 | $54,169 | $56,053-3.4% | $75,972-28.7% | $80,856-33.0% |
| Participation rate | 33.3% | 62.0%-28.7pp | 69.1%-35.7pp | 67.6%-34.3pp |
| Annual return | 9.72% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,280 | $3,052-58.1% | $4,255-69.9% | $4,296-70.2% |
| Admin fee / account holder | $8,065 | $5,234+54.1% | $6,467+24.7% | $6,918+16.6% |