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 | $53,826 | $99,341-45.8% | $84,750-36.5% | $273,961-80.4% |
| Participation rate | 52.9% | 80.7%-27.7pp | 76.6%-23.6pp | 83.0%-30.1pp |
| Annual return | 1.47% | 22.93%-21.5pp | 22.78%-21.3pp | 41.45%-40.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,436 | $4,269-66.4% | $3,712-61.3% | $5,287-72.8% |
| Admin fee / account holder | $4,461 | $6,644-32.9% | $5,332-16.3% | $10,132-56.0% |