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 | $41,135 | $79,944-48.5% | $98,439-58.2% | $75,163-45.3% |
| Participation rate | 44.7% | 70.4%-25.6pp | 75.2%-30.4pp | 67.2%-22.5pp |
| Annual return | 12.41% | 19.75%-7.3pp | 21.16%-8.8pp | 160.62%-148.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,179 | $3,752-41.9% | $4,738-54.0% | $4,125-47.2% |
| Admin fee / account holder | $4,768 | $6,840-30.3% | $8,948-46.7% | $5,651-15.6% |