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 | $47,974 | $78,485-38.9% | $106,213-54.8% | $74,495-35.6% |
| Participation rate | 49.4% | 72.8%-23.4pp | 75.3%-25.9pp | 67.2%-17.8pp |
| Annual return | 10.81% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,610 | $2,523-36.2% | $3,171-49.2% | $2,623-38.6% |
| Participant deferral / active EE | $3,326 | $4,322-23.0% | $5,016-33.7% | $4,346-23.5% |
| Admin fee / account holder | $7,597 | $2,232+240.4% | $11,033-31.1% | $1,942+291.3% |