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 | $42,880 | $72,012-40.5% | $185,823-76.9% | $79,858-46.3% |
| Participation rate | 25.9% | 65.8%-39.9pp | 78.0%-52.2pp | 69.6%-43.8pp |
| Annual return | 10.40% | 23.12%-12.7pp | 35.95%-25.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,176 | $3,779-42.4% | $5,632-61.4% | $3,740-41.8% |
| Admin fee / account holder | $1,905 | $4,513-57.8% | $9,500-79.9% | $5,306-64.1% |