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 3-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 | $43,769 | $29,667+47.5% | $56,441-22.5% | $80,874-45.9% |
| Participation rate | 3.6% | 41.7%-38.1pp | 52.5%-48.9pp | 67.6%-64.1pp |
| Annual return | 0.63% | 35.22%-34.6pp | 1704.21%-1703.6pp | 35.62%-35.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,324 | $1,227+89.5% | $1,953+19.0% | $4,297-45.9% |
| Admin fee / account holder | $4,467 | $2,429+83.8% | $2,829+57.9% | $6,935-35.6% |