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 | $100,773-49.1% | $88,946-42.3% | $142,382-64.0% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.8%-22.2pp | 80.1%-33.5pp |
| Annual return | 5.96% | 70.18%-64.2pp | 57.82%-51.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $877 | $2,918-70.0% | $2,555-65.7% | $4,299-79.6% |
| Participant deferral / active EE | $5,838 | $5,230+11.6% | $4,581+27.4% | $6,507-10.3% |
| Admin fee / account holder | $936 | $9,693-90.3% | $8,261-88.7% | $12,624-92.6% |