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 | $14,399 | $36,767-60.8% | $81,478-82.3% | $62,292-76.9% |
| Participation rate | 56.9% | 54.4%+2.4pp | 68.0%-11.1pp | 69.5%-12.6pp |
| Annual return | 13.06% | 173.80%-160.7pp | 38.78%-25.7pp | 28.90%-15.8pp |
| Employer contribution / active EE | $459 | $1,128-59.3% | $2,568-82.1% | $2,042-77.5% |
| Participant deferral / active EE | $865 | $2,111-59.0% | $3,537-75.5% | $3,169-72.7% |
| Admin fee / account holder | $1,704 | $797+113.7% | $4,561-62.6% | $479+255.4% |