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 8-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 | $17,116 | $22,587-24.2% | $65,255-73.8% | $75,163-77.2% |
| Participation rate | 57.1% | 63.1%-5.9pp | 65.0%-7.8pp | 67.2%-10.0pp |
| Annual return | 14.76% | 71.03%-56.3pp | 47.35%-32.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,384 | $1,695-18.3% | $2,831-51.1% | $4,125-66.4% |
| Admin fee / account holder | $595 | $1,876-68.3% | $4,112-85.5% | $5,651-89.5% |