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 | $25,282 | $62,672-59.7% | $185,117-86.3% | $70,131-64.0% |
| Participation rate | 53.4% | 63.8%-10.3pp | 77.3%-23.8pp | 69.5%-16.1pp |
| Annual return | 6.15% | 40.79%-34.6pp | 40.50%-34.4pp | 73.14%-67.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,715 | $3,272-47.6% | $5,045-66.0% | $3,332-48.5% |
| Admin fee / account holder | $1,175 | $3,932-70.1% | $8,159-85.6% | $4,645-74.7% |