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 | $61,067 | $83,902-27.2% | $167,512-63.5% | $84,808-28.0% |
| Participation rate | 51.1% | 66.5%-15.4pp | 77.1%-26.0pp | 68.3%-17.2pp |
| Annual return | 12.76% | 91.55%-78.8pp | 1615.79%-1603.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,575 | $2,264-30.4% | $3,882-59.4% | $2,631-40.1% |
| Participant deferral / active EE | $1,990 | $4,442-55.2% | $6,405-68.9% | $4,212-52.7% |
| Admin fee / account holder | $683 | $7,915-91.4% | $9,769-93.0% | $7,344-90.7% |