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 5-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 | $2,593 | $30,400-91.5% | $53,898-95.2% | $84,808-96.9% |
| Participation rate | 56.5% | 46.4%+10.0pp | 55.0%+1.5pp | 68.3%-11.8pp |
| Annual return | 13.74% | 500.19%-486.4pp | 528.60%-514.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $232 | $603-61.4% | $932-75.1% | $2,631-91.2% |
| Participant deferral / active EE | $309 | $1,199-74.3% | $1,826-83.1% | $4,212-92.7% |
| Admin fee / account holder | $1,144 | $1,993-42.6% | $2,491-54.1% | $7,344-84.4% |