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 | $35,091 | $27,915+25.7% | $58,482-40.0% | $75,163-53.3% |
| Participation rate | 37.2% | 38.8%-1.6pp | 50.9%-13.6pp | 67.2%-30.0pp |
| Annual return | 11.29% | 44.20%-32.9pp | 4239.32%-4228.0pp | 160.62%-149.3pp |
| Employer contribution / active EE | $177 | $669-73.5% | $1,053-83.1% | $2,670-93.4% |
| Participant deferral / active EE | $1,206 | $1,201+0.4% | $1,924-37.3% | $4,125-70.8% |
| Admin fee / account holder | $1,809 | $1,726+4.8% | $2,516-28.1% | $5,651-68.0% |