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 | $17,029 | $57,590-70.4% | $86,233-80.3% | $82,448-79.3% |
| Participation rate | 22.4% | 57.9%-35.5pp | 69.0%-46.7pp | 68.1%-45.7pp |
| Annual return | 13.46% | 22.41%-9.0pp | 61.39%-47.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $775 | $3,080-74.9% | $4,559-83.0% | $4,139-81.3% |
| Admin fee / account holder | $1,380 | $4,730-70.8% | $8,342-83.5% | $7,234-80.9% |