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 | $33,518 | $70,756-52.6% | $65,493-48.8% | $142,382-76.5% |
| Participation rate | 52.6% | 77.4%-24.7pp | 73.1%-20.5pp | 80.1%-27.5pp |
| Annual return | 10.86% | 1754.89%-1744.0pp | 982.45%-971.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $568 | $2,881-80.3% | $2,574-77.9% | $4,299-86.8% |
| Participant deferral / active EE | $3,092 | $4,637-33.3% | $3,961-22.0% | $6,507-52.5% |
| Admin fee / account holder | $4,188 | $6,559-36.1% | $5,028-16.7% | $12,624-66.8% |