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 | $59,505 | $67,606-12.0% | $82,313-27.7% | $70,131-15.2% |
| Participation rate | 43.5% | 72.8%-29.3pp | 76.9%-33.4pp | 69.5%-26.1pp |
| Annual return | 11.17% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,251 | $2,987-24.6% | $3,706-39.3% | $3,332-32.4% |
| Admin fee / account holder | $766 | $4,512-83.0% | $5,608-86.3% | $4,645-83.5% |