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 | $30,076 | $60,022-49.9% | $88,946-66.2% | $84,808-64.5% |
| Participation rate | 28.9% | 57.8%-28.9pp | 68.8%-39.9pp | 68.3%-39.4pp |
| Annual return | 12.93% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $361 | $1,703-78.8% | $2,555-85.9% | $2,631-86.3% |
| Participant deferral / active EE | $1,051 | $3,114-66.2% | $4,581-77.1% | $4,212-75.0% |
| Admin fee / account holder | $361 | $4,811-92.5% | $8,261-95.6% | $7,344-95.1% |