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 | $47,552 | $48,046-1.0% | $84,611-43.8% | $72,985-34.8% |
| Participation rate | 50.7% | 57.6%-6.9pp | 68.2%-17.6pp | 69.5%-18.8pp |
| Annual return | 11.13% | 37.38%-26.3pp | 258.74%-247.6pp | 81.00%-69.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,757 | $2,680-34.4% | $3,899-54.9% | $3,607-51.3% |
| Admin fee / account holder | $6,196 | $3,395+82.5% | $4,912+26.1% | $5,124+20.9% |