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 | $132,652 | $142,344-6.8% | $119,609+10.9% | $134,475-1.4% |
| Participation rate | 61.9% | 82.8%-20.9pp | 79.3%-17.4pp | 81.2%-19.3pp |
| Annual return | -25.67% | -12.44%-13.2pp | -14.97%-10.7pp | 417.96%-443.6pp |
| Employer contribution / active EE | $1,295 | $5,222-75.2% | $4,232-69.4% | $4,740-72.7% |
| Participant deferral / active EE | $5,569 | $6,469-13.9% | $5,602-0.6% | $6,400-13.0% |
| Admin fee / account holder | $500 | $13,584-96.3% | $10,323-95.2% | $11,426-95.6% |