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 4-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 | $12,467 | $112,729-88.9% | $98,716-87.4% | $137,256-90.9% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.3%-10.5pp | 80.0%-21.1pp |
| Annual return | 7.29% | 38.48%-31.2pp | 31.81%-24.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,365 | $4,640-49.0% | $4,048-41.6% | $6,407-63.1% |
| Admin fee / account holder | $1,204 | $10,129-88.1% | $8,703-86.2% | $12,270-90.2% |