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 | $80,717-80.4% | $154,803-89.8% | $84,808-81.3% |
| Participation rate | 37.9% | 66.8%-28.9pp | 78.1%-40.1pp | 68.3%-30.4pp |
| Annual return | 12.24% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $856 | $2,761-69.0% | $4,305-80.1% | $2,631-67.5% |
| Participant deferral / active EE | $1,542 | $3,303-53.3% | $5,540-72.2% | $4,212-63.4% |
| Admin fee / account holder | $3,732 | $6,746-44.7% | $14,329-74.0% | $7,344-49.2% |