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 | $17,184 | $106,515-83.9% | $96,683-82.2% | $139,434-87.7% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.3%-22.2pp | 80.3%-28.1pp |
| Annual return | 10.06% | 38.43%-28.4pp | 35.69%-25.6pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,205 | $4,103-70.6% | $3,737-67.7% | $4,751-74.6% |
| Participant deferral / active EE | $1,969 | $5,454-63.9% | $4,878-59.6% | $6,710-70.7% |
| Admin fee / account holder | $742 | $7,877-90.6% | $6,730-89.0% | $11,403-93.5% |