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 | $27,001 | $65,561-58.8% | $86,188-68.7% | $75,163-64.1% |
| Participation rate | 62.0% | 60.5%+1.5pp | 69.0%-7.0pp | 67.2%-5.2pp |
| Annual return | 10.03% | 46.05%-36.0pp | 1168.45%-1158.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,675 | $3,024+120.8% | $3,985+67.5% | $4,125+61.8% |
| Admin fee / account holder | $3,974 | $5,474-27.4% | $6,852-42.0% | $5,651-29.7% |