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 | $146,417 | $30,400+381.6% | $53,898+171.7% | $84,808+72.6% |
| Participation rate | 17.1% | 46.4%-29.3pp | 55.0%-37.8pp | 68.3%-51.2pp |
| Annual return | 12.39% | 500.19%-487.8pp | 528.60%-516.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $151 | $603-74.9% | $932-83.7% | $2,631-94.2% |
| Participant deferral / active EE | $1,949 | $1,199+62.6% | $1,826+6.7% | $4,212-53.7% |
| Admin fee / account holder | $1,021 | $1,993-48.8% | $2,491-59.0% | $7,344-86.1% |