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 | $29,319+399.4% | $52,425+179.3% | $82,448+77.6% |
| Participation rate | 17.1% | 46.9%-29.7pp | 55.6%-38.5pp | 68.1%-50.9pp |
| Annual return | 12.39% | 535.20%-522.8pp | 302.12%-289.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $151 | $586-74.2% | $914-83.4% | $2,551-94.1% |
| Participant deferral / active EE | $1,949 | $1,171+66.4% | $1,790+8.9% | $4,139-52.9% |
| Admin fee / account holder | $1,021 | $1,962-48.0% | $2,495-59.1% | $7,234-85.9% |