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 | $44,387 | $29,548+50.2% | $56,411-21.3% | $77,643-42.8% |
| Participation rate | 13.1% | 32.7%-19.6pp | 52.5%-39.3pp | 70.6%-57.5pp |
| Annual return | 7.97% | 19.01%-11.0pp | 1701.33%-1693.4pp | 31.24%-23.3pp |
| Employer contribution / active EE | $260 | $568-54.2% | $1,039-75.0% | $2,726-90.5% |
| Participant deferral / active EE | $410 | $1,061-61.4% | $1,952-79.0% | $4,647-91.2% |
| Admin fee / account holder | $1,694 | $1,046+61.9% | $2,829-40.1% | $430+293.6% |