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 | $38,808 | $72,492-46.5% | $87,100-55.4% | $72,985-46.8% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.9%-11.9pp | 69.5%-4.5pp |
| Annual return | 15.05% | 24.46%-9.4pp | 28.19%-13.1pp | 81.00%-65.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,820 | $3,270-13.7% | $4,049-30.3% | $3,607-21.8% |
| Admin fee / account holder | $4,682 | $5,055-7.4% | $7,497-37.5% | $5,124-8.6% |