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 | $29,753 | $30,400-2.1% | $53,898-44.8% | $84,808-64.9% |
| Participation rate | 46.4% | 46.4%0pp | 55.0%-8.5pp | 68.3%-21.9pp |
| Annual return | 8.68% | 500.19%-491.5pp | 528.60%-519.9pp | 40.90%-32.2pp |
| Employer contribution / active EE | $791 | $603+31.2% | $932-15.1% | $2,631-69.9% |
| Participant deferral / active EE | $2,106 | $1,199+75.7% | $1,826+15.3% | $4,212-50.0% |
| Admin fee / account holder | $2,727 | $1,993+36.8% | $2,491+9.5% | $7,344-62.9% |