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 | $26,021 | $46,869-44.5% | $122,332-78.7% | $70,131-62.9% |
| Participation rate | 22.9% | 58.2%-35.3pp | 71.6%-48.7pp | 69.5%-46.6pp |
| Annual return | 11.18% | 24.22%-13.0pp | 30.27%-19.1pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,142 | $2,166-47.3% | $3,287-65.3% | $3,332-65.7% |
| Admin fee / account holder | $10,922 | $3,322+228.7% | $5,478+99.4% | $4,645+135.1% |