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 | $24,427 | $102,604-76.2% | $86,188-71.7% | $139,434-82.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 1.99% | 1922.51%-1920.5pp | 1168.45%-1166.5pp | 372.94%-371.0pp |
| Employer contribution / active EE | $1,149 | $3,032-62.1% | $2,380-51.7% | $4,751-75.8% |
| Participant deferral / active EE | $5,951 | $4,676+27.3% | $3,985+49.3% | $6,710-11.3% |
| Admin fee / account holder | $5,212 | $8,657-39.8% | $6,852-23.9% | $11,403-54.3% |