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 | $39,593 | $106,749-62.9% | $145,433-72.8% | $82,448-52.0% |
| Participation rate | 22.5% | 75.6%-53.1pp | 82.1%-59.6pp | 68.1%-45.6pp |
| Annual return | 14.01% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,050 | $6,519-53.2% | $7,897-61.4% | $4,139-26.3% |
| Admin fee / account holder | $5,251 | $8,390-37.4% | $13,129-60.0% | $7,234-27.4% |