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 | $30,041 | $34,308-12.4% | $74,701-59.8% | $72,985-58.8% |
| Participation rate | 19.6% | 42.4%-22.8pp | 54.5%-34.8pp | 69.5%-49.8pp |
| Annual return | 13.41% | 26.58%-13.2pp | 752.92%-739.5pp | 81.00%-67.6pp |
| Employer contribution / active EE | $330 | $692-52.2% | $1,084-69.5% | $2,440-86.5% |
| Participant deferral / active EE | $848 | $1,271-33.3% | $1,964-56.8% | $3,607-76.5% |
| Admin fee / account holder | $13,156 | $2,124+519.3% | $3,333+294.7% | $5,124+156.7% |