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 | $37,650 | $65,561-42.6% | $91,541-58.9% | $74,304-49.3% |
| Participation rate | 34.9% | 56.6%-21.7pp | 69.8%-34.9pp | 60.3%-25.5pp |
| Annual return | 10.56% | 17.68%-7.1pp | 20.50%-9.9pp | 29.43%-18.9pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,727 | $2,918-40.8% | $4,008-56.9% | $3,767-54.2% |
| Admin fee / account holder | $5,440 | $3,333+63.2% | $6,956-21.8% | $2,969+83.2% |