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 | $30,422 | $22,587+34.7% | $65,255-53.4% | $75,163-59.5% |
| Participation rate | 32.0% | 63.1%-31.1pp | 65.0%-33.0pp | 67.2%-35.2pp |
| Annual return | 11.89% | 71.03%-59.1pp | 47.35%-35.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $955 | $1,695-43.6% | $2,831-66.3% | $4,125-76.8% |
| Admin fee / account holder | $399 | $1,876-78.7% | $4,112-90.3% | $5,651-92.9% |