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 | $54,111 | $53,053+2.0% | $126,539-57.2% | $74,304-27.2% |
| Participation rate | 22.3% | 48.0%-25.7pp | 69.8%-47.5pp | 60.3%-38.0pp |
| Annual return | 13.04% | 29.46%-16.4pp | 425.95%-412.9pp | 29.43%-16.4pp |
| Employer contribution / active EE | $640 | $1,168-45.2% | $3,674-82.6% | $2,241-71.5% |
| Participant deferral / active EE | $1,368 | $2,303-40.6% | $4,083-66.5% | $3,767-63.7% |
| Admin fee / account holder | $6,812 | $3,698+84.2% | $6,065+12.3% | $2,969+129.4% |