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 8-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 | $3,472 | $27,915-87.6% | $58,482-94.1% | $75,163-95.4% |
| Participation rate | 29.7% | 38.8%-9.1pp | 50.9%-21.1pp | 67.2%-37.5pp |
| Annual return | 14.65% | 44.20%-29.5pp | 4239.32%-4224.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $882 | $1,201-26.6% | $1,924-54.2% | $4,125-78.6% |
| Admin fee / account holder | $304 | $1,726-82.4% | $2,516-87.9% | $5,651-94.6% |