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 | $21,697 | $65,395-66.8% | $182,532-88.1% | $72,985-70.3% |
| Participation rate | 34.2% | 65.4%-31.2pp | 78.0%-43.8pp | 69.5%-35.3pp |
| Annual return | 17.32% | 27.68%-10.4pp | 148.54%-131.2pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,328 | $3,563-34.7% | $5,524-57.9% | $3,607-35.5% |
| Admin fee / account holder | $1,227 | $4,245-71.1% | $8,592-85.7% | $5,124-76.1% |