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 6-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 | $15,206 | $54,350-72.0% | $82,719-81.6% | $68,494-77.8% |
| Participation rate | 31.3% | 63.9%-32.7pp | 72.6%-41.3pp | 67.9%-36.6pp |
| Annual return | -21.66% | -13.67%-8.0pp | 701.18%-722.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $810 | $2,218-63.5% | $3,009-73.1% | $2,596-68.8% |
| Participant deferral / active EE | $1,689 | $3,246-48.0% | $4,395-61.6% | $4,027-58.1% |
| Admin fee / account holder | $574 | $4,395-86.9% | $5,329-89.2% | $5,403-89.4% |