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 | $20,898 | $104,974-80.1% | $95,585-78.1% | $142,382-85.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 6.25% | 210.33%-204.1pp | 38.56%-32.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,482 | $2,779-10.7% | $2,527-1.8% | $4,299-42.3% |
| Participant deferral / active EE | $5,822 | $4,352+33.8% | $4,023+44.7% | $6,507-10.5% |
| Admin fee / account holder | $1,964 | $6,386-69.2% | $6,127-67.9% | $12,624-84.4% |