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 | $19,286 | $117,381-83.6% | $99,443-80.6% | $152,861-87.4% |
| Participation rate | 27.8% | 77.5%-49.8pp | 73.8%-46.1pp | 82.4%-54.7pp |
| Annual return | 1.18% | 31.87%-30.7pp | 30.72%-29.5pp | 345.32%-344.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,221 | $4,086-70.1% | $3,619-66.3% | $5,850-79.1% |
| Admin fee / account holder | $3,618 | $7,631-52.6% | $6,250-42.1% | $11,596-68.8% |