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 6-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 | $30,711 | $142,344-78.4% | $119,609-74.3% | $134,475-77.2% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -20.56% | -12.44%-8.1pp | -14.97%-5.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,895 | $5,222-63.7% | $4,232-55.2% | $4,740-60.0% |
| Participant deferral / active EE | $7,458 | $6,469+15.3% | $5,602+33.1% | $6,400+16.5% |
| Admin fee / account holder | $2,049 | $13,584-84.9% | $10,323-80.2% | $11,426-82.1% |