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 | $54,591 | $60,022-9.0% | $88,946-38.6% | $84,808-35.6% |
| Participation rate | 19.4% | 57.8%-38.5pp | 68.8%-49.5pp | 68.3%-48.9pp |
| Annual return | 8.70% | 22.43%-13.7pp | 57.82%-49.1pp | 40.90%-32.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,083 | $3,114-65.2% | $4,581-76.4% | $4,212-74.3% |
| Admin fee / account holder | $4,191 | $4,811-12.9% | $8,261-49.3% | $7,344-42.9% |