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 8-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 | $12,142 | $57,281-78.8% | $86,612-86.0% | $75,163-83.8% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 3.17% | 2670.75%-2667.6pp | 591.07%-587.9pp | 160.62%-157.4pp |
| Employer contribution / active EE | $618 | $2,314-73.3% | $3,022-79.6% | $2,670-76.9% |
| Participant deferral / active EE | $2,014 | $3,318-39.3% | $4,438-54.6% | $4,125-51.2% |
| Admin fee / account holder | $761 | $4,112-81.5% | $5,614-86.4% | $5,651-86.5% |