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 6-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 | $51,272 | $172,111-70.2% | $150,298-65.9% | $137,256-62.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 9.38% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $839 | $4,636-81.9% | $4,154-79.8% | $4,156-79.8% |
| Participant deferral / active EE | $10,140 | $6,166+64.5% | $5,453+86.0% | $6,407+58.3% |
| Admin fee / account holder | $950 | $16,471-94.2% | $14,116-93.3% | $12,270-92.3% |