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 | $41,834 | $93,571-55.3% | $135,903-69.2% | $75,163-44.3% |
| Participation rate | 18.3% | 75.2%-56.9pp | 81.9%-63.6pp | 67.2%-48.9pp |
| Annual return | 10.31% | 30.90%-20.6pp | 68.23%-57.9pp | 160.62%-150.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,134 | $6,404-51.1% | $7,758-59.6% | $4,125-24.0% |
| Admin fee / account holder | $3,771 | $6,975-45.9% | $10,762-65.0% | $5,651-33.3% |