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 | $45,741 | $83,477-45.2% | $125,175-63.5% | $72,985-37.3% |
| Participation rate | 36.8% | 73.3%-36.5pp | 79.8%-42.9pp | 69.5%-32.6pp |
| Annual return | 14.53% | 25.78%-11.2pp | 43.79%-29.3pp | 81.00%-66.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,809 | $3,585-21.7% | $4,937-43.1% | $3,607-22.1% |
| Admin fee / account holder | $305 | $5,517-94.5% | $9,702-96.9% | $5,124-94.0% |