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 | $45,673 | $99,985-54.3% | $146,665-68.9% | $85,850-46.8% |
| Participation rate | 53.6% | 73.1%-19.4pp | 80.1%-26.4pp | 69.3%-15.7pp |
| Annual return | 9.31% | 18.93%-9.6pp | 22.74%-13.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,169 | $4,006-45.9% | $5,506-60.6% | $3,952-45.1% |
| Admin fee / account holder | $598 | $7,702-92.2% | $10,280-94.2% | $6,260-90.4% |