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 | $8,027 | $51,175-84.3% | $70,515-88.6% | $75,163-89.3% |
| Participation rate | 23.2% | 60.9%-37.7pp | 68.3%-45.1pp | 67.2%-44.0pp |
| Annual return | 9.36% | 30.02%-20.7pp | 32.77%-23.4pp | 160.62%-151.3pp |
| Employer contribution / active EE | $6,629 | $1,826+263.0% | $2,973+122.9% | $2,670+148.3% |
| Participant deferral / active EE | $2,072 | $2,849-27.3% | $4,567-54.6% | $4,125-49.8% |
| Admin fee / account holder | $500 | $4,091-87.8% | $6,412-92.2% | $5,651-91.1% |