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 | $51,297 | $97,125-47.2% | $86,233-40.5% | $137,256-62.6% |
| Participation rate | 46.7% | 74.2%-27.5pp | 69.0%-22.4pp | 80.0%-33.3pp |
| Annual return | 5.96% | 74.19%-68.2pp | 61.39%-55.4pp | 220.34%-214.4pp |
| Employer contribution / active EE | $877 | $2,841-69.1% | $2,504-65.0% | $4,156-78.9% |
| Participant deferral / active EE | $5,838 | $5,180+12.7% | $4,559+28.1% | $6,407-8.9% |
| Admin fee / account holder | $936 | $9,725-90.4% | $8,342-88.8% | $12,270-92.4% |