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 | $32,147 | $81,233-60.4% | $155,567-79.3% | $80,874-60.3% |
| Participation rate | 29.0% | 66.2%-37.2pp | 78.2%-49.2pp | 67.6%-38.6pp |
| Annual return | 9.99% | 33.33%-23.3pp | 64.74%-54.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $949 | $3,452-72.5% | $5,628-83.1% | $4,297-77.9% |
| Admin fee / account holder | $749 | $7,998-90.6% | $15,916-95.3% | $6,935-89.2% |