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 | $25,292 | $48,046-47.4% | $84,611-70.1% | $72,985-65.3% |
| Participation rate | 14.5% | 57.6%-43.1pp | 68.2%-53.8pp | 69.5%-55.0pp |
| Annual return | 13.64% | 37.38%-23.7pp | 258.74%-245.1pp | 81.00%-67.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $812 | $2,680-69.7% | $3,899-79.2% | $3,607-77.5% |
| Admin fee / account holder | $1,239 | $3,395-63.5% | $4,912-74.8% | $5,124-75.8% |