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 | $3,113 | $29,660-89.5% | $56,411-94.5% | $80,856-96.2% |
| Participation rate | 62.5% | 41.6%+20.9pp | 52.5%+10.0pp | 67.6%-5.1pp |
| Annual return | 9.39% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $405 | $669-39.4% | $1,039-61.0% | $2,755-85.3% |
| Participant deferral / active EE | $449 | $1,226-63.4% | $1,952-77.0% | $4,296-89.5% |
| Admin fee / account holder | $692 | $2,428-71.5% | $2,829-75.6% | $6,918-90.0% |