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 | $80,717-81.2% | $154,803-90.2% | $84,808-82.1% |
| Participation rate | 48.1% | 66.8%-18.7pp | 78.1%-30.0pp | 68.3%-20.2pp |
| Annual return | 12.41% | 37.96%-25.5pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,057 | $2,761-61.7% | $4,305-75.5% | $2,631-59.8% |
| Participant deferral / active EE | $1,596 | $3,303-51.7% | $5,540-71.2% | $4,212-62.1% |
| Admin fee / account holder | $4,695 | $6,746-30.4% | $14,329-67.2% | $7,344-36.1% |