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 | $16,411 | $84,233-80.5% | $170,442-90.4% | $70,131-76.6% |
| Participation rate | 34.0% | 70.8%-36.9pp | 83.6%-49.6pp | 69.5%-35.6pp |
| Annual return | 11.46% | 23.06%-11.6pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $889 | $3,086-71.2% | $4,939-82.0% | $3,332-73.3% |
| Admin fee / account holder | $2,652 | $5,698-53.5% | $13,880-80.9% | $4,645-42.9% |