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 | $61,506 | $111,535-44.9% | $105,223-41.5% | $137,256-55.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 7.86% | 237.85%-230.0pp | 180.65%-172.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $3,872 | $3,939-1.7% | $3,689+5.0% | $4,156-6.8% |
| Participant deferral / active EE | $3,872 | $5,500-29.6% | $5,072-23.7% | $6,407-39.6% |
| Admin fee / account holder | $5,465 | $9,721-43.8% | $8,859-38.3% | $12,270-55.5% |