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 | $24,541 | $156,846-84.4% | $121,098-79.7% | $139,434-82.4% |
| Participation rate | 29.4% | 76.4%-47.0pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 8.18% | 1474.56%-1466.4pp | 985.75%-977.6pp | 372.94%-364.8pp |
| Employer contribution / active EE | $644 | $5,536-88.4% | $4,164-84.5% | $4,751-86.4% |
| Participant deferral / active EE | $822 | $4,844-83.0% | $4,080-79.8% | $6,710-87.7% |
| Admin fee / account holder | $25,928 | $6,946+273.3% | $5,644+359.4% | $11,403+127.4% |