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 | $22,595 | $53,822-58.0% | $75,696-70.2% | $85,850-73.7% |
| Participation rate | 39.3% | 69.1%-29.8pp | 74.8%-35.6pp | 69.3%-30.0pp |
| Annual return | 8.02% | 24.54%-16.5pp | 104.53%-96.5pp | 318.53%-310.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,627 | $2,895-43.8% | $3,821-57.4% | $3,952-58.8% |
| Admin fee / account holder | $422 | $3,343-87.4% | $3,619-88.3% | $6,260-93.3% |