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 | $12,279 | $27,915-56.0% | $58,482-79.0% | $75,163-83.7% |
| Participation rate | 42.9% | 38.8%+4.0pp | 50.9%-8.0pp | 67.2%-24.3pp |
| Annual return | 12.69% | 44.20%-31.5pp | 4239.32%-4226.6pp | 160.62%-147.9pp |
| Employer contribution / active EE | $613 | $669-8.3% | $1,053-41.8% | $2,670-77.0% |
| Participant deferral / active EE | $1,361 | $1,201+13.3% | $1,924-29.3% | $4,125-67.0% |
| Admin fee / account holder | $1,429 | $1,726-17.2% | $2,516-43.2% | $5,651-74.7% |