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 | $13,694 | $45,152-69.7% | $73,843-81.5% | $59,632-77.0% |
| Participation rate | 64.3% | 64.0%+0.3pp | 73.4%-9.2pp | 68.7%-4.4pp |
| Annual return | -3.06% | 27.40%-30.5pp | 2267.84%-2270.9pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $990 | $1,902-47.9% | $2,787-64.5% | $2,203-55.0% |
| Participant deferral / active EE | $1,175 | $2,574-54.3% | $3,583-67.2% | $3,192-63.2% |
| Admin fee / account holder | $1,404 | $3,516-60.1% | $4,880-71.2% | $4,297-67.3% |