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 | $29,615 | $46,553-36.4% | $64,056-53.8% | $75,163-60.6% |
| Participation rate | 36.6% | 65.9%-29.4pp | 72.3%-35.7pp | 67.2%-30.6pp |
| Annual return | 11.19% | 26.03%-14.8pp | 33.69%-22.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,988 | $2,837-29.9% | $3,880-48.8% | $4,125-51.8% |
| Admin fee / account holder | $30,825 | $2,952+944.2% | $3,068+904.7% | $5,651+445.5% |