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 3-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 | $6,167 | $29,319-79.0% | $52,425-88.2% | $82,448-92.5% |
| Participation rate | 28.9% | 46.9%-17.9pp | 55.6%-26.7pp | 68.1%-39.1pp |
| Annual return | 12.49% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $446 | $586-24.0% | $914-51.2% | $2,551-82.5% |
| Participant deferral / active EE | $446 | $1,171-61.9% | $1,790-75.1% | $4,139-89.2% |
| Admin fee / account holder | $343 | $1,962-82.5% | $2,495-86.2% | $7,234-95.3% |