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 | $51,551 | $57,590-10.5% | $86,233-40.2% | $82,448-37.5% |
| Participation rate | 33.8% | 57.9%-24.1pp | 69.0%-35.3pp | 68.1%-34.3pp |
| Annual return | 12.57% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,113 | $3,080-63.9% | $4,559-75.6% | $4,139-73.1% |
| Admin fee / account holder | $4,895 | $4,730+3.5% | $8,342-41.3% | $7,234-32.3% |