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 | $12,235 | $56,317-78.3% | $71,209-82.8% | $74,304-83.5% |
| Participation rate | 22.2% | 55.1%-32.9pp | 73.8%-51.5pp | 60.3%-38.1pp |
| Annual return | 11.18% | 42.83%-31.7pp | 282.51%-271.3pp | 29.43%-18.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $621 | $2,788-77.7% | $4,175-85.1% | $3,767-83.5% |
| Admin fee / account holder | $1,430 | $2,290-37.6% | $5,349-73.3% | $2,969-51.8% |