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 9-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 | $20,770 | $80,717-74.3% | $154,803-86.6% | $84,808-75.5% |
| Participation rate | 11.4% | 66.8%-55.4pp | 78.1%-66.6pp | 68.3%-56.9pp |
| Annual return | 10.33% | 37.96%-27.6pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,719 | $3,303-48.0% | $5,540-69.0% | $4,212-59.2% |
| Admin fee / account holder | $3,172 | $6,746-53.0% | $14,329-77.9% | $7,344-56.8% |