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 | $23,956 | $53,822-55.5% | $75,696-68.4% | $85,850-72.1% |
| Participation rate | 36.4% | 69.1%-32.7pp | 74.8%-38.5pp | 69.3%-33.0pp |
| Annual return | 11.01% | 24.54%-13.5pp | 104.53%-93.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,553 | $2,895-46.3% | $3,821-59.3% | $3,952-60.7% |
| Admin fee / account holder | $691 | $3,343-79.3% | $3,619-80.9% | $6,260-89.0% |