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 | $19,502 | $99,877-80.5% | $84,966-77.0% | $145,922-86.6% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.3pp | 80.3%-51.1pp |
| Annual return | 5.80% | 83.76%-78.0pp | 66.38%-60.6pp | 561.29%-555.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,019 | $5,291-80.7% | $4,519-77.5% | $6,688-84.8% |
| Admin fee / account holder | $3,821 | $7,248-47.3% | $6,149-37.9% | $13,397-71.5% |