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 | $36,363 | $58,512-37.9% | $84,015-56.7% | $72,985-50.2% |
| Participation rate | 58.6% | 61.2%-2.7pp | 69.0%-10.4pp | 69.5%-10.9pp |
| Annual return | 15.62% | 28.93%-13.3pp | 71.31%-55.7pp | 81.00%-65.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,735 | $2,394-27.5% | $3,239-46.4% | $3,607-51.9% |
| Admin fee / account holder | $591 | $4,569-87.1% | $6,101-90.3% | $5,124-88.5% |