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 | $21,700 | $25,979-16.5% | $71,735-69.8% | $68,494-68.3% |
| Participation rate | 63.2% | 54.5%+8.7pp | 62.3%+0.9pp | 67.9%-4.7pp |
| Annual return | -22.52% | -15.10%-7.4pp | 9.14%-31.7pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,446 | $900+60.6% | $1,704-15.1% | $2,596-44.3% |
| Participant deferral / active EE | $4,848 | $1,522+218.5% | $2,658+82.4% | $4,027+20.4% |
| Admin fee / account holder | $864 | $2,022-57.2% | $3,974-78.2% | $5,403-84.0% |