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 | $30,249 | $95,862-68.4% | $79,550-62.0% | $134,475-77.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -22.95% | -2.69%-20.3pp | 0.16%-23.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,790 | $3,128-10.8% | $2,413+15.6% | $4,740-41.1% |
| Participant deferral / active EE | $3,600 | $4,693-23.3% | $3,985-9.7% | $6,400-43.7% |
| Admin fee / account holder | $4,012 | $9,126-56.0% | $6,832-41.3% | $11,426-64.9% |