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 | $30,108 | $27,915+7.9% | $58,482-48.5% | $75,163-59.9% |
| Participation rate | 32.8% | 38.8%-6.0pp | 50.9%-18.1pp | 67.2%-34.4pp |
| Annual return | 13.19% | 44.20%-31.0pp | 4239.32%-4226.1pp | 160.62%-147.4pp |
| Employer contribution / active EE | $123 | $669-81.5% | $1,053-88.3% | $2,670-95.4% |
| Participant deferral / active EE | $1,235 | $1,201+2.8% | $1,924-35.8% | $4,125-70.1% |
| Admin fee / account holder | $872 | $1,726-49.5% | $2,516-65.4% | $5,651-84.6% |