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 7-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 | $29,912 | $85,022-64.8% | $70,515-57.6% | $139,434-78.5% |
| Participation rate | 42.9% | 73.9%-31.1pp | 68.3%-25.5pp | 80.3%-37.5pp |
| Annual return | 8.97% | 30.38%-21.4pp | 32.77%-23.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,092 | $5,890-47.5% | $4,567-32.3% | $6,710-53.9% |
| Admin fee / account holder | $2,171 | $8,906-75.6% | $6,412-66.1% | $11,403-81.0% |