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 5-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 | $2,830 | $27,915-89.9% | $58,482-95.2% | $75,163-96.2% |
| Participation rate | 57.6% | 38.8%+18.7pp | 50.9%+6.7pp | 67.2%-9.6pp |
| Annual return | 14.78% | 44.20%-29.4pp | 4239.32%-4224.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $336 | $669-49.7% | $1,053-68.1% | $2,670-87.4% |
| Participant deferral / active EE | $387 | $1,201-67.8% | $1,924-79.9% | $4,125-90.6% |
| Admin fee / account holder | $426 | $1,726-75.3% | $2,516-83.1% | $5,651-92.5% |