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 | $74,796 | $25,014+199.0% | $69,701+7.3% | $80,874-7.5% |
| Participation rate | 16.0% | 64.2%-48.2pp | 66.4%-50.4pp | 67.6%-51.6pp |
| Annual return | 10.39% | 19.07%-8.7pp | 100.32%-89.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $323 | $993-67.5% | $1,713-81.2% | $2,756-88.3% |
| Participant deferral / active EE | $2,714 | $1,839+47.6% | $2,887-6.0% | $4,297-36.8% |
| Admin fee / account holder | $3,082 | $2,488+23.9% | $4,717-34.7% | $6,935-55.6% |