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 | $32,586 | $27,915+16.7% | $58,482-44.3% | $75,163-56.6% |
| Participation rate | 48.6% | 38.8%+9.7pp | 50.9%-2.3pp | 67.2%-18.6pp |
| Annual return | 11.73% | 44.20%-32.5pp | 4239.32%-4227.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $736 | $1,201-38.7% | $1,924-61.7% | $4,125-82.2% |
| Admin fee / account holder | $1,802 | $1,726+4.5% | $2,516-28.4% | $5,651-68.1% |