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 4-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 | $39,154 | $102,317-61.7% | $146,958-73.4% | $80,856-51.6% |
| Participation rate | 23.5% | 75.8%-52.3pp | 82.2%-58.6pp | 67.6%-44.1pp |
| Annual return | -8.93% | 134.76%-143.7pp | 418.34%-427.3pp | 35.59%-44.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,584 | $6,644-46.1% | $8,070-55.6% | $4,296-16.6% |
| Admin fee / account holder | $7,831 | $7,941-1.4% | $12,998-39.8% | $6,918+13.2% |