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 6-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 | $15,694 | $81,248-80.7% | $155,509-89.9% | $80,856-80.6% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.6%-47.6pp |
| Annual return | 9.17% | 33.31%-24.1pp | 64.67%-55.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,107 | $3,452-67.9% | $5,626-80.3% | $4,296-74.2% |
| Admin fee / account holder | $2,390 | $7,997-70.1% | $15,912-85.0% | $6,918-65.4% |