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 | $26,488 | $27,641-4.2% | $61,373-56.8% | $68,494-61.3% |
| Participation rate | 17.1% | 39.5%-22.3pp | 52.6%-35.4pp | 67.9%-50.7pp |
| Annual return | -37.44% | -13.24%-24.2pp | 338.61%-376.1pp | -7.84%-29.6pp |
| Employer contribution / active EE | $162 | $695-76.7% | $1,159-86.0% | $2,596-93.8% |
| Participant deferral / active EE | $2,712 | $1,263+114.7% | $2,125+27.6% | $4,027-32.6% |
| Admin fee / account holder | $2,242 | $2,010+11.6% | $2,130+5.3% | $5,403-58.5% |