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 10-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 | $7,257 | $27,839-73.9% | $58,482-87.6% | $71,457-89.8% |
| Participation rate | 38.6% | 34.5%+4.0pp | 50.9%-12.3pp | 67.9%-29.3pp |
| Annual return | 7.65% | 26.81%-19.2pp | 4239.32%-4231.7pp | 28.85%-21.2pp |
| Employer contribution / active EE | $106 | $631-83.2% | $1,053-89.9% | $2,588-95.9% |
| Participant deferral / active EE | $791 | $1,206-34.4% | $1,924-58.9% | $4,289-81.6% |
| Admin fee / account holder | $1,500 | $1,641-8.6% | $2,516-40.4% | $1,587-5.5% |