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 | $53,129 | $29,660+79.1% | $56,411-5.8% | $80,856-34.3% |
| Participation rate | 28.6% | 41.6%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 9.21% | 35.23%-26.0pp | 1701.33%-1692.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,008 | $669+50.6% | $1,039-2.9% | $2,755-63.4% |
| Participant deferral / active EE | $3,763 | $1,226+206.9% | $1,952+92.8% | $4,296-12.4% |
| Admin fee / account holder | $804 | $2,428-66.9% | $2,829-71.6% | $6,918-88.4% |