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 | $15,757 | $81,233-80.6% | $155,567-89.9% | $80,874-80.5% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 7.15% | 33.33%-26.2pp | 64.74%-57.6pp | 35.62%-28.5pp |
| Employer contribution / active EE | $438 | $3,101-85.9% | $4,674-90.6% | $2,756-84.1% |
| Participant deferral / active EE | $1,095 | $3,452-68.3% | $5,628-80.5% | $4,297-74.5% |
| Admin fee / account holder | $764 | $7,998-90.4% | $15,916-95.2% | $6,935-89.0% |