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 7-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 | $37,875 | $29,319+29.2% | $52,425-27.8% | $82,448-54.1% |
| Participation rate | 16.3% | 46.9%-30.6pp | 55.6%-39.3pp | 68.1%-51.8pp |
| Annual return | 11.32% | 535.20%-523.9pp | 302.12%-290.8pp | 41.64%-30.3pp |
| Employer contribution / active EE | $229 | $586-61.0% | $914-75.0% | $2,551-91.0% |
| Participant deferral / active EE | $414 | $1,171-64.7% | $1,790-76.9% | $4,139-90.0% |
| Admin fee / account holder | $781 | $1,962-60.2% | $2,495-68.7% | $7,234-89.2% |