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 | $16,799 | $81,248-79.3% | $155,509-89.2% | $80,856-79.2% |
| Participation rate | 40.7% | 66.2%-25.5pp | 78.2%-37.4pp | 67.6%-26.9pp |
| Annual return | 9.12% | 33.31%-24.2pp | 64.67%-55.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $550 | $3,100-82.3% | $4,672-88.2% | $2,755-80.0% |
| Participant deferral / active EE | $1,387 | $3,452-59.8% | $5,626-75.3% | $4,296-67.7% |
| Admin fee / account holder | $1,931 | $7,997-75.9% | $15,912-87.9% | $6,918-72.1% |