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 | $49,297 | $78,926-37.5% | $136,749-64.0% | $84,808-41.9% |
| Participation rate | 38.5% | 62.2%-23.7pp | 72.1%-33.7pp | 68.3%-29.8pp |
| Annual return | 8.26% | 18.17%-9.9pp | 24.33%-16.1pp | 40.90%-32.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,396 | $3,168-24.4% | $4,692-48.9% | $4,212-43.1% |
| Admin fee / account holder | $1,094 | $6,369-82.8% | $11,386-90.4% | $7,344-85.1% |