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 7-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 | $16,007 | $58,208-72.5% | $81,812-80.4% | $80,856-80.2% |
| Participation rate | 44.8% | 63.4%-18.6pp | 72.3%-27.5pp | 67.6%-22.8pp |
| Annual return | 9.97% | 41.66%-31.7pp | 773.79%-763.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $652 | $2,340-72.1% | $2,912-77.6% | $2,755-76.3% |
| Participant deferral / active EE | $935 | $3,281-71.5% | $4,319-78.4% | $4,296-78.2% |
| Admin fee / account holder | $372 | $4,981-92.5% | $7,386-95.0% | $6,918-94.6% |