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 | $21,949 | $54,705-59.9% | $71,209-69.2% | $84,808-74.1% |
| Participation rate | 41.9% | 64.1%-22.1pp | 73.8%-31.8pp | 68.3%-26.4pp |
| Annual return | 9.25% | 35.90%-26.7pp | 282.51%-273.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,088 | $3,030-64.1% | $4,175-73.9% | $4,212-74.2% |
| Admin fee / account holder | $1,118 | $4,863-77.0% | $5,349-79.1% | $7,344-84.8% |