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 | $53,493 | $100,923-47.0% | $150,045-64.3% | $74,304-28.0% |
| Participation rate | 67.0% | 70.1%-3.1pp | 82.3%-15.3pp | 60.3%+6.6pp |
| Annual return | 12.73% | 51.77%-39.0pp | 62.55%-49.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $5,771 | $3,463+66.6% | $4,693+23.0% | $2,241+157.5% |
| Participant deferral / active EE | $7,372 | $6,709+9.9% | $7,997-7.8% | $3,767+95.7% |
| Admin fee / account holder | $7,420 | $2,767+168.2% | $13,435-44.8% | $2,969+149.9% |