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 | $48,928 | $55,706-12.2% | $75,886-35.5% | $72,985-33.0% |
| Participation rate | 25.9% | 61.1%-35.2pp | 69.3%-43.4pp | 69.5%-43.6pp |
| Annual return | 13.50% | 27.59%-14.1pp | 30.76%-17.3pp | 81.00%-67.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,028 | $2,634-61.0% | $3,603-71.5% | $3,607-71.5% |
| Admin fee / account holder | $950 | $3,978-76.1% | $5,418-82.5% | $5,124-81.5% |