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 | $43,076 | $96,128-55.2% | $136,007-68.3% | $80,856-46.7% |
| Participation rate | 52.7% | 71.2%-18.5pp | 76.5%-23.8pp | 67.6%-14.9pp |
| Annual return | 10.72% | 28.71%-18.0pp | 579.32%-568.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,937 | $3,351-42.2% | $4,217-54.1% | $2,755-29.7% |
| Participant deferral / active EE | $3,482 | $5,709-39.0% | $7,025-50.4% | $4,296-18.9% |
| Admin fee / account holder | $11,570 | $8,236+40.5% | $6,858+68.7% | $6,918+67.3% |