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 5-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 | $23,552 | $54,380-56.7% | $68,509-65.6% | $59,632-60.5% |
| Participation rate | 21.8% | 70.2%-48.4pp | 74.7%-52.9pp | 68.7%-46.9pp |
| Annual return | -2.86% | 2.83%-5.7pp | 8.27%-11.1pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,457 | $2,643-44.9% | $3,382-56.9% | $3,192-54.3% |
| Admin fee / account holder | $440 | $3,885-88.7% | $5,275-91.7% | $4,297-89.8% |