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 | $23,426 | $55,472-57.8% | $155,567-84.9% | $74,546-68.6% |
| Participation rate | 35.1% | 61.9%-26.8pp | 78.2%-43.0pp | 67.2%-32.1pp |
| Annual return | 10.77% | 268.72%-257.9pp | 64.74%-54.0pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $667 | $2,269-70.6% | $4,674-85.7% | $2,624-74.6% |
| Participant deferral / active EE | $1,029 | $2,838-63.8% | $5,628-81.7% | $4,347-76.3% |
| Admin fee / account holder | $4,000 | $1,743+129.6% | $15,916-74.9% | $1,944+105.8% |