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 | $8,948 | $30,400-70.6% | $53,898-83.4% | $84,808-89.4% |
| Participation rate | 44.4% | 46.4%-2.0pp | 55.0%-10.5pp | 68.3%-23.9pp |
| Annual return | 11.49% | 500.19%-488.7pp | 528.60%-517.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $247 | $603-59.1% | $932-73.5% | $2,631-90.6% |
| Participant deferral / active EE | $961 | $1,199-19.8% | $1,826-47.4% | $4,212-77.2% |
| Admin fee / account holder | $1,832 | $1,993-8.1% | $2,491-26.4% | $7,344-75.1% |