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 | $4,078 | $31,310-87.0% | $53,898-92.4% | $74,304-94.5% |
| Participation rate | 46.0% | 30.7%+15.3pp | 55.0%-9.0pp | 60.3%-14.3pp |
| Annual return | 11.80% | 23.16%-11.4pp | 528.60%-516.8pp | 29.43%-17.6pp |
| Employer contribution / active EE | $177 | $450-60.6% | $932-81.0% | $2,241-92.1% |
| Participant deferral / active EE | $403 | $934-56.9% | $1,826-77.9% | $3,767-89.3% |
| Admin fee / account holder | $472 | $2,175-78.3% | $2,491-81.1% | $2,969-84.1% |