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 | $20,750 | $47,479-56.3% | $62,929-67.0% | $82,448-74.8% |
| Participation rate | 56.7% | 66.9%-10.2pp | 73.1%-16.4pp | 68.1%-11.4pp |
| Annual return | 11.46% | 20.34%-8.9pp | 1063.93%-1052.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $804 | $1,885-57.4% | $2,505-67.9% | $2,551-68.5% |
| Participant deferral / active EE | $1,079 | $2,870-62.4% | $3,888-72.3% | $4,139-73.9% |
| Admin fee / account holder | $709 | $3,804-81.4% | $5,065-86.0% | $7,234-90.2% |