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 6-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 | $18,875 | $29,548-36.1% | $56,411-66.5% | $77,643-75.7% |
| Participation rate | 16.3% | 32.7%-16.4pp | 52.5%-36.2pp | 70.6%-54.3pp |
| Annual return | 10.26% | 19.01%-8.7pp | 1701.33%-1691.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $234 | $568-58.8% | $1,039-77.5% | $2,726-91.4% |
| Participant deferral / active EE | $582 | $1,061-45.1% | $1,952-70.2% | $4,647-87.5% |
| Admin fee / account holder | $1,576 | $1,046+50.7% | $2,829-44.3% | $430+266.2% |