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 | $13,394 | $58,208-77.0% | $81,812-83.6% | $80,856-83.4% |
| Participation rate | 55.2% | 63.4%-8.2pp | 72.3%-17.2pp | 67.6%-12.5pp |
| Annual return | -4.70% | 41.66%-46.4pp | 773.79%-778.5pp | 35.59%-40.3pp |
| Employer contribution / active EE | $1,568 | $2,340-33.0% | $2,912-46.2% | $2,755-43.1% |
| Participant deferral / active EE | $3,262 | $3,281-0.6% | $4,319-24.5% | $4,296-24.1% |
| Admin fee / account holder | $488 | $4,981-90.2% | $7,386-93.4% | $6,918-92.9% |