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 | $48,390 | $111,754-56.7% | $103,333-53.2% | $145,922-66.8% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 5.89% | 24.77%-18.9pp | 24.88%-19.0pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,211 | $4,212-71.2% | $3,868-68.7% | $4,660-74.0% |
| Participant deferral / active EE | $3,866 | $5,619-31.2% | $5,057-23.6% | $6,688-42.2% |
| Admin fee / account holder | $1,107 | $9,750-88.6% | $8,355-86.8% | $13,397-91.7% |