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 | $26,658 | $70,756-62.3% | $65,493-59.3% | $142,382-81.3% |
| Participation rate | 61.5% | 77.4%-15.8pp | 73.1%-11.6pp | 80.1%-18.6pp |
| Annual return | 9.27% | 1754.89%-1745.6pp | 982.45%-973.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,192 | $2,881-58.6% | $2,574-53.7% | $4,299-72.3% |
| Participant deferral / active EE | $4,605 | $4,637-0.7% | $3,961+16.3% | $6,507-29.2% |
| Admin fee / account holder | $6,573 | $6,559+0.2% | $5,028+30.7% | $12,624-47.9% |