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 | $21,208 | $73,933-71.3% | $96,683-78.1% | $75,163-71.8% |
| Participation rate | 21.8% | 66.4%-44.6pp | 74.3%-52.5pp | 67.2%-45.4pp |
| Annual return | 10.51% | 26.70%-16.2pp | 35.69%-25.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $749 | $2,928-74.4% | $3,737-80.0% | $2,670-72.0% |
| Participant deferral / active EE | $2,056 | $3,659-43.8% | $4,878-57.9% | $4,125-50.2% |
| Admin fee / account holder | $2,765 | $5,216-47.0% | $6,730-58.9% | $5,651-51.1% |