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 | $35,242 | $45,343-22.3% | $150,298-76.6% | $67,986-48.2% |
| Participation rate | 46.4% | 51.9%-5.4pp | 77.8%-31.3pp | 57.2%-10.8pp |
| Annual return | 10.86% | 33.28%-22.4pp | 62.79%-51.9pp | 31.67%-20.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,411 | $2,055-31.3% | $5,453-74.1% | $3,358-58.0% |
| Admin fee / account holder | $5,836 | $2,250+159.4% | $14,116-58.7% | $3,203+82.2% |