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 | $20,760 | $74,888-72.3% | $71,209-70.8% | $142,382-85.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 7.03% | 345.14%-338.1pp | 282.51%-275.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,926 | $2,854-32.5% | $2,721-29.2% | $4,299-55.2% |
| Participant deferral / active EE | $4,151 | $4,454-6.8% | $4,175-0.6% | $6,507-36.2% |
| Admin fee / account holder | $11,649 | $5,568+109.2% | $5,349+117.8% | $12,624-7.7% |