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 3-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 | $10,979 | $87,166-87.4% | $76,735-85.7% | $137,256-92.0% |
| Participation rate | 44.4% | 74.4%-29.9pp | 69.5%-25.1pp | 80.0%-35.5pp |
| Annual return | 9.07% | 26.50%-17.4pp | 29.77%-20.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,286 | $2,904-55.7% | $2,454-47.6% | $4,156-69.1% |
| Participant deferral / active EE | $1,612 | $4,726-65.9% | $4,088-60.6% | $6,407-74.8% |
| Admin fee / account holder | $6,074 | $8,403-27.7% | $7,189-15.5% | $12,270-50.5% |