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 6-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 | $21,540 | $81,248-73.5% | $155,509-86.1% | $80,856-73.4% |
| Participation rate | 13.7% | 66.2%-52.5pp | 78.2%-64.5pp | 67.6%-53.9pp |
| Annual return | 10.17% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $488 | $3,100-84.3% | $4,672-89.6% | $2,755-82.3% |
| Participant deferral / active EE | $1,099 | $3,452-68.2% | $5,626-80.5% | $4,296-74.4% |
| Admin fee / account holder | $659 | $7,997-91.8% | $15,912-95.9% | $6,918-90.5% |