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 | $32,318 | $39,019-17.2% | $80,716-60.0% | $85,850-62.4% |
| Participation rate | 25.9% | 41.5%-15.6pp | 54.2%-28.2pp | 69.3%-43.4pp |
| Annual return | 5.01% | 26.27%-21.3pp | 87.28%-82.3pp | 318.53%-313.5pp |
| Employer contribution / active EE | $793 | $722+9.8% | $1,160-31.7% | $2,565-69.1% |
| Participant deferral / active EE | $2,184 | $1,326+64.7% | $2,146+1.8% | $3,952-44.7% |
| Admin fee / account holder | $16,505 | $2,431+579.0% | $3,380+388.3% | $6,260+163.7% |