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 5-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 | $10,433 | $30,400-65.7% | $53,898-80.6% | $84,808-87.7% |
| Participation rate | 43.2% | 46.4%-3.3pp | 55.0%-11.8pp | 68.3%-25.1pp |
| Annual return | 7.94% | 500.19%-492.3pp | 528.60%-520.7pp | 40.90%-33.0pp |
| Employer contribution / active EE | $399 | $603-33.8% | $932-57.2% | $2,631-84.8% |
| Participant deferral / active EE | $1,974 | $1,199+64.7% | $1,826+8.1% | $4,212-53.1% |
| Admin fee / account holder | $11,248 | $1,993+464.3% | $2,491+351.6% | $7,344+53.2% |