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 | $29,850 | $63,346-52.9% | $92,233-67.6% | $70,131-57.4% |
| Participation rate | 31.3% | 68.7%-37.3pp | 76.5%-45.2pp | 69.5%-38.2pp |
| Annual return | 11.26% | 530.12%-518.9pp | 176.28%-165.0pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,534 | $2,854-46.2% | $3,897-60.6% | $3,332-54.0% |
| Admin fee / account holder | $2,050 | $3,840-46.6% | $5,194-60.5% | $4,645-55.9% |