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 | $15,836 | $76,407-79.3% | $150,298-89.5% | $82,448-80.8% |
| Participation rate | 37.9% | 66.4%-28.5pp | 77.8%-39.8pp | 68.1%-30.1pp |
| Annual return | 12.24% | 39.99%-27.8pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $856 | $2,614-67.3% | $4,154-79.4% | $2,551-66.4% |
| Participant deferral / active EE | $1,542 | $3,214-52.0% | $5,453-71.7% | $4,139-62.7% |
| Admin fee / account holder | $3,732 | $6,352-41.2% | $14,116-73.6% | $7,234-48.4% |