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 3-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 | $13,953 | $169,032-91.7% | $129,207-89.2% | $145,922-90.4% |
| Participation rate | 30.0% | 76.4%-46.4pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 0.29% | 14330.11%-14329.8pp | 9417.33%-9417.0pp | 561.29%-561.0pp |
| Employer contribution / active EE | $1,262 | $5,537-77.2% | $4,153-69.6% | $4,660-72.9% |
| Participant deferral / active EE | $1,389 | $4,987-72.2% | $4,168-66.7% | $6,688-79.2% |
| Admin fee / account holder | $702 | $9,954-92.9% | $7,715-90.9% | $13,397-94.8% |