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 | $40,365 | $77,899-48.2% | $149,673-73.0% | $75,163-46.3% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 13.18% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $923 | $3,137-70.6% | $4,818-80.8% | $2,670-65.4% |
| Participant deferral / active EE | $2,060 | $3,411-39.6% | $5,680-63.7% | $4,125-50.1% |
| Admin fee / account holder | $1,480 | $5,956-75.2% | $13,210-88.8% | $5,651-73.8% |