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 | $36,583 | $56,053-34.7% | $75,972-51.8% | $80,856-54.8% |
| Participation rate | 35.7% | 62.0%-26.3pp | 69.1%-33.3pp | 67.6%-31.9pp |
| Annual return | 2.89% | 20.53%-17.6pp | 359.55%-356.7pp | 35.59%-32.7pp |
| Employer contribution / active EE | $1,227 | $1,874-34.6% | $2,685-54.3% | $2,755-55.5% |
| Participant deferral / active EE | $2,356 | $3,052-22.8% | $4,255-44.6% | $4,296-45.2% |
| Admin fee / account holder | $2,023 | $5,234-61.4% | $6,467-68.7% | $6,918-70.8% |