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 | $12,467 | $27,915-55.3% | $58,482-78.7% | $75,163-83.4% |
| Participation rate | 36.1% | 38.8%-2.8pp | 50.9%-14.8pp | 67.2%-31.1pp |
| Annual return | 6.94% | 44.20%-37.3pp | 4239.32%-4232.4pp | 160.62%-153.7pp |
| Employer contribution / active EE | $552 | $669-17.6% | $1,053-47.6% | $2,670-79.3% |
| Participant deferral / active EE | $1,566 | $1,201+30.3% | $1,924-18.6% | $4,125-62.0% |
| Admin fee / account holder | $3,481 | $1,726+101.7% | $2,516+38.4% | $5,651-38.4% |