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 | $16,280 | $34,934-53.4% | $56,411-71.1% | $74,495-78.1% |
| Participation rate | 7.4% | 32.8%-25.4pp | 52.5%-45.1pp | 67.2%-59.8pp |
| Annual return | 10.41% | 25.94%-15.5pp | 1701.33%-1690.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $175 | $609-71.2% | $1,039-83.1% | $2,623-93.3% |
| Participant deferral / active EE | $382 | $1,170-67.3% | $1,952-80.4% | $4,346-91.2% |
| Admin fee / account holder | $5,259 | $2,364+122.5% | $2,829+85.9% | $1,942+170.9% |