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 | $41,171 | $71,050-42.1% | $93,606-56.0% | $80,856-49.1% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.6%-20.6pp |
| Annual return | 9.52% | 11.26%-1.7pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,381 | $1,564-11.7% | $2,420-42.9% | $2,755-49.9% |
| Participant deferral / active EE | $4,165 | $4,034+3.3% | $4,411-5.6% | $4,296-3.0% |
| Admin fee / account holder | $499 | $6,945-92.8% | $8,285-94.0% | $6,918-92.8% |