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 | $16,768 | $57,354-70.8% | $83,848-80.0% | $64,186-73.9% |
| Participation rate | 40.7% | 68.6%-27.9pp | 76.1%-35.4pp | 69.6%-28.8pp |
| Annual return | -9.31% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,267 | $2,545-50.2% | $3,631-65.1% | $2,381-46.8% |
| Participant deferral / active EE | $2,093 | $2,993-30.1% | $4,082-48.7% | $3,470-39.7% |
| Admin fee / account holder | $962 | $4,046-76.2% | $5,478-82.4% | $4,888-80.3% |