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 | $64,702 | $70,669-8.4% | $169,368-61.8% | $75,163-13.9% |
| Participation rate | 41.3% | 64.8%-23.5pp | 77.1%-35.8pp | 67.2%-25.9pp |
| Annual return | 11.47% | 36.36%-24.9pp | 405.60%-394.1pp | 160.62%-149.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,595 | $4,311-16.6% | $6,221-42.2% | $4,125-12.8% |
| Admin fee / account holder | $852 | $5,402-84.2% | $9,003-90.5% | $5,651-84.9% |