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 7-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 | $30,828 | $55,415-44.4% | $155,509-80.2% | $74,495-58.6% |
| Participation rate | 14.9% | 61.9%-47.0pp | 78.2%-63.3pp | 67.2%-52.3pp |
| Annual return | 6.17% | 268.50%-262.3pp | 64.67%-58.5pp | 1364.94%-1358.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,053 | $2,836-62.9% | $5,626-81.3% | $4,346-75.8% |
| Admin fee / account holder | $2,308 | $1,738+32.8% | $15,912-85.5% | $1,942+18.9% |