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 | $20,924 | $54,517-61.6% | $75,972-72.5% | $74,495-71.9% |
| Participation rate | 51.5% | 60.3%-8.8pp | 69.1%-17.6pp | 67.2%-15.7pp |
| Annual return | 8.64% | 31.82%-23.2pp | 359.55%-350.9pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $1,152 | $1,777-35.2% | $2,685-57.1% | $2,623-56.1% |
| Participant deferral / active EE | $1,940 | $3,066-36.7% | $4,255-54.4% | $4,346-55.4% |
| Admin fee / account holder | $5,527 | $2,229+148.0% | $6,467-14.5% | $1,942+184.7% |