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 | $38,512 | $36,943+4.2% | $52,425-26.5% | $103,975-63.0% |
| Participation rate | 4.6% | 27.5%-22.9pp | 55.6%-51.0pp | 72.5%-67.9pp |
| Annual return | 12.68% | 17.59%-4.9pp | 302.12%-289.4pp | 19.41%-6.7pp |
| Employer contribution / active EE | $34 | $884-96.2% | $914-96.3% | $3,722-99.1% |
| Participant deferral / active EE | $179 | $1,347-86.7% | $1,790-90.0% | $5,343-96.7% |
| Admin fee / account holder | $2,074 | $508+308.3% | $2,495-16.9% | $332+524.0% |