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 | $26,084 | $56,317-53.7% | $71,209-63.4% | $74,304-64.9% |
| Participation rate | 18.7% | 55.1%-36.4pp | 73.8%-55.0pp | 60.3%-41.6pp |
| Annual return | 8.36% | 42.83%-34.5pp | 282.51%-274.1pp | 29.43%-21.1pp |
| Employer contribution / active EE | $404 | $2,160-81.3% | $2,721-85.2% | $2,241-82.0% |
| Participant deferral / active EE | $826 | $2,788-70.4% | $4,175-80.2% | $3,767-78.1% |
| Admin fee / account holder | $3,741 | $2,290+63.4% | $5,349-30.1% | $2,969+26.0% |