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 | $15,774 | $43,723-63.9% | $121,196-87.0% | $64,186-75.4% |
| Participation rate | 29.6% | 58.3%-28.7pp | 71.7%-42.2pp | 69.6%-40.0pp |
| Annual return | -12.93% | 68.91%-81.8pp | 16.93%-29.9pp | 7.63%-20.6pp |
| Employer contribution / active EE | $278 | $1,296-78.5% | $4,022-93.1% | $2,381-88.3% |
| Participant deferral / active EE | $1,051 | $2,280-53.9% | $3,344-68.6% | $3,470-69.7% |
| Admin fee / account holder | $1,006 | $3,501-71.3% | $5,019-80.0% | $4,888-79.4% |