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 | $27,902 | $76,312-63.4% | $67,221-58.5% | $158,922-82.4% |
| Participation rate | 37.5% | 84.3%-46.8pp | 79.4%-41.9pp | 82.0%-44.5pp |
| Annual return | 7.18% | 22.77%-15.6pp | 20.72%-13.5pp | 302.83%-295.6pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,663 | $5,264+45.6% | $4,384+74.8% | $5,982+28.1% |
| Admin fee / account holder | $406 | $8,005-94.9% | $5,844-93.1% | $11,246-96.4% |