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 3-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 | $16,235 | $149,040-89.1% | $120,225-86.5% | $137,256-88.2% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | -32.75% | 605.68%-638.4pp | 439.23%-472.0pp | 220.34%-253.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,931 | $4,655-15.5% | $3,999-1.7% | $6,407-38.6% |
| Admin fee / account holder | $5,725 | $6,348-9.8% | $5,696+0.5% | $12,270-53.3% |