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 | $15,215 | $76,407-80.1% | $150,298-89.9% | $82,448-81.5% |
| Participation rate | 48.1% | 66.4%-18.3pp | 77.8%-29.7pp | 68.1%-20.0pp |
| Annual return | 12.41% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,057 | $2,614-59.6% | $4,154-74.6% | $2,551-58.6% |
| Participant deferral / active EE | $1,596 | $3,214-50.3% | $5,453-70.7% | $4,139-61.4% |
| Admin fee / account holder | $4,695 | $6,352-26.1% | $14,116-66.7% | $7,234-35.1% |