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 | $23,470 | $57,016-58.8% | $84,966-72.4% | $80,856-71.0% |
| Participation rate | 52.0% | 56.3%-4.3pp | 67.5%-15.5pp | 67.6%-15.6pp |
| Annual return | 7.57% | 21.66%-14.1pp | 66.38%-58.8pp | 35.59%-28.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $850 | $3,110-72.7% | $4,519-81.2% | $4,296-80.2% |
| Admin fee / account holder | $615 | $4,980-87.6% | $6,149-90.0% | $6,918-91.1% |