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 | $67,271 | $91,190-26.2% | $178,490-62.3% | $79,858-15.8% |
| Participation rate | 39.1% | 69.2%-30.1pp | 81.9%-42.8pp | 69.6%-30.5pp |
| Annual return | 9.17% | 24.19%-15.0pp | 151.07%-141.9pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,540 | $3,236-52.4% | $5,202-70.4% | $3,740-58.8% |
| Admin fee / account holder | $2,443 | $6,751-63.8% | $13,984-82.5% | $5,306-54.0% |