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 5-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 | $132,771 | $91,190+45.6% | $178,490-25.6% | $79,858+66.3% |
| Participation rate | 32.6% | 69.2%-36.6pp | 81.9%-49.3pp | 69.6%-37.0pp |
| Annual return | 5.63% | 24.19%-18.6pp | 151.07%-145.4pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,009 | $3,256-69.0% | $5,011-79.9% | $2,471-59.1% |
| Participant deferral / active EE | $1,622 | $3,236-49.9% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $40,958 | $6,751+506.7% | $13,984+192.9% | $5,306+671.9% |