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 | $39,737 | $29,660+34.0% | $56,411-29.6% | $80,856-50.9% |
| Participation rate | 18.2% | 41.6%-23.5pp | 52.5%-34.3pp | 67.6%-49.5pp |
| Annual return | 5.54% | 35.23%-29.7pp | 1701.33%-1695.8pp | 35.59%-30.1pp |
| Employer contribution / active EE | $501 | $669-25.2% | $1,039-51.8% | $2,755-81.8% |
| Participant deferral / active EE | $1,430 | $1,226+16.7% | $1,952-26.7% | $4,296-66.7% |
| Admin fee / account holder | $6,121 | $2,428+152.1% | $2,829+116.4% | $6,918-11.5% |