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 | $24,899 | $54,350-54.2% | $82,719-69.9% | $68,494-63.6% |
| Participation rate | 59.3% | 63.9%-4.7pp | 72.6%-13.3pp | 67.9%-8.6pp |
| Annual return | -19.93% | -13.67%-6.3pp | 701.18%-721.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $526 | $2,218-76.3% | $3,009-82.5% | $2,596-79.7% |
| Participant deferral / active EE | $3,883 | $3,246+19.6% | $4,395-11.6% | $4,027-3.6% |
| Admin fee / account holder | $495 | $4,395-88.7% | $5,329-90.7% | $5,403-90.8% |