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 | $3,712 | $30,400-87.8% | $53,898-93.1% | $84,808-95.6% |
| Participation rate | 67.5% | 46.4%+21.1pp | 55.0%+12.5pp | 68.3%-0.8pp |
| Annual return | 4.62% | 500.19%-495.6pp | 528.60%-524.0pp | 40.90%-36.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,548 | $1,199+29.2% | $1,826-15.2% | $4,212-63.2% |
| Admin fee / account holder | $1,940 | $1,993-2.7% | $2,491-22.1% | $7,344-73.6% |