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 | $22,840 | $58,208-60.8% | $81,812-72.1% | $80,856-71.8% |
| Participation rate | 27.0% | 63.4%-36.4pp | 72.3%-45.3pp | 67.6%-40.6pp |
| Annual return | 9.22% | 41.66%-32.4pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $610 | $2,340-73.9% | $2,912-79.1% | $2,755-77.9% |
| Participant deferral / active EE | $860 | $3,281-73.8% | $4,319-80.1% | $4,296-80.0% |
| Admin fee / account holder | $1,378 | $4,981-72.3% | $7,386-81.3% | $6,918-80.1% |