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 6-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 | $20,590 | $77,899-73.6% | $149,673-86.2% | $75,163-72.6% |
| Participation rate | 50.7% | 65.6%-14.9pp | 78.8%-28.1pp | 67.2%-16.5pp |
| Annual return | 12.90% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $701 | $3,137-77.7% | $4,818-85.5% | $2,670-73.8% |
| Participant deferral / active EE | $2,319 | $3,411-32.0% | $5,680-59.2% | $4,125-43.8% |
| Admin fee / account holder | $902 | $5,956-84.9% | $13,210-93.2% | $5,651-84.0% |