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 | $17,064 | $138,044-87.6% | $125,339-86.4% | $134,475-87.3% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -29.72% | 750.33%-780.0pp | 572.05%-601.8pp | 417.96%-447.7pp |
| Employer contribution / active EE | $1,139 | $5,243-78.3% | $4,814-76.3% | $4,740-76.0% |
| Participant deferral / active EE | $4,997 | $7,799-35.9% | $7,446-32.9% | $6,400-21.9% |
| Admin fee / account holder | $540 | $11,571-95.3% | $10,010-94.6% | $11,426-95.3% |