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 | $68,135 | $42,886+58.9% | $88,946-23.4% | $85,563-20.4% |
| Participation rate | 16.8% | 37.9%-21.1pp | 68.8%-52.1pp | 66.0%-49.2pp |
| Annual return | 10.03% | 44.56%-34.5pp | 57.82%-47.8pp | 31.51%-21.5pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $956 | $2,108-54.6% | $4,581-79.1% | $4,375-78.2% |
| Admin fee / account holder | $15,568 | $2,263+587.9% | $8,261+88.5% | $834+1766.3% |