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 | $38,378 | $53,127-27.8% | $86,590-55.7% | $70,131-45.3% |
| Participation rate | 34.6% | 65.3%-30.7pp | 73.5%-38.9pp | 69.5%-34.9pp |
| Annual return | 11.54% | 27.66%-16.1pp | 964.84%-953.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,522 | $2,696-43.5% | $3,609-57.8% | $3,332-54.3% |
| Admin fee / account holder | $2,626 | $3,585-26.8% | $4,906-46.5% | $4,645-43.5% |