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 | $18,847 | $95,971-80.4% | $74,550-74.7% | $135,375-86.1% |
| Participation rate | 63.2% | 75.7%-12.5pp | 69.1%-6.0pp | 82.6%-19.5pp |
| Annual return | -11.02% | 56.96%-68.0pp | 32.53%-43.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $951 | $2,716-65.0% | $1,961-51.5% | $4,779-80.1% |
| Participant deferral / active EE | $2,917 | $3,843-24.1% | $3,108-6.1% | $5,609-48.0% |
| Admin fee / account holder | $1,445 | $6,522-77.8% | $5,060-71.4% | $10,827-86.7% |