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 | $18,443 | $49,915-63.1% | $154,803-88.1% | $74,304-75.2% |
| Participation rate | 10.7% | 54.0%-43.2pp | 78.1%-67.4pp | 60.3%-49.6pp |
| Annual return | 8.42% | 34.06%-25.6pp | 58.88%-50.5pp | 29.43%-21.0pp |
| Employer contribution / active EE | $337 | $1,611-79.1% | $4,305-92.2% | $2,241-84.9% |
| Participant deferral / active EE | $843 | $2,255-62.6% | $5,540-84.8% | $3,767-77.6% |
| Admin fee / account holder | $2,064 | $2,189-5.7% | $14,329-85.6% | $2,969-30.5% |