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 | $101,618-79.4% | $93,063-77.5% | $137,256-84.8% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 6.25% | 223.95%-217.7pp | 34.15%-27.9pp | 220.34%-214.1pp |
| Employer contribution / active EE | $2,482 | $2,707-8.3% | $2,476+0.2% | $4,156-40.3% |
| Participant deferral / active EE | $5,822 | $4,279+36.1% | $3,958+47.1% | $6,407-9.1% |
| Admin fee / account holder | $1,964 | $6,198-68.3% | $6,033-67.4% | $12,270-84.0% |