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 5-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 | $18,282 | $81,248-77.5% | $155,509-88.2% | $80,856-77.4% |
| Participation rate | 47.1% | 66.2%-19.2pp | 78.2%-31.1pp | 67.6%-20.6pp |
| Annual return | 8.48% | 33.31%-24.8pp | 64.67%-56.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $786 | $3,100-74.7% | $4,672-83.2% | $2,755-71.5% |
| Participant deferral / active EE | $2,426 | $3,452-29.7% | $5,626-56.9% | $4,296-43.5% |
| Admin fee / account holder | $1,785 | $7,997-77.7% | $15,912-88.8% | $6,918-74.2% |