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 | $11,421 | $56,053-79.6% | $75,972-85.0% | $80,856-85.9% |
| Participation rate | 47.2% | 62.0%-14.8pp | 69.1%-21.8pp | 67.6%-20.4pp |
| Annual return | 4.93% | 20.53%-15.6pp | 359.55%-354.6pp | 35.59%-30.7pp |
| Employer contribution / active EE | $647 | $1,874-65.5% | $2,685-75.9% | $2,755-76.5% |
| Participant deferral / active EE | $1,385 | $3,052-54.6% | $4,255-67.4% | $4,296-67.8% |
| Admin fee / account holder | $910 | $5,234-82.6% | $6,467-85.9% | $6,918-86.9% |