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 | $85,643 | $102,317-16.3% | $146,958-41.7% | $80,856+5.9% |
| Participation rate | 14.3% | 75.8%-61.5pp | 82.2%-67.9pp | 67.6%-53.4pp |
| Annual return | 4.93% | 134.76%-129.8pp | 418.34%-413.4pp | 35.59%-30.7pp |
| Employer contribution / active EE | $1,594 | $3,713-57.1% | $4,933-67.7% | $2,755-42.1% |
| Participant deferral / active EE | $4,316 | $6,644-35.0% | $8,070-46.5% | $4,296+0.5% |
| Admin fee / account holder | $7,733 | $7,941-2.6% | $12,998-40.5% | $6,918+11.8% |