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 | $37,969 | $87,013-56.4% | $106,213-64.3% | $80,856-53.0% |
| Participation rate | 43.6% | 70.4%-26.8pp | 75.3%-31.7pp | 67.6%-24.0pp |
| Annual return | 10.06% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,574 | $3,986-35.4% | $5,016-48.7% | $4,296-40.1% |
| Admin fee / account holder | $3,411 | $8,431-59.5% | $11,033-69.1% | $6,918-50.7% |