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 | $30,561 | $95,193-67.9% | $76,523-60.1% | $135,375-77.4% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | -11.34% | 4.85%-16.2pp | -0.27%-11.1pp | 519.73%-531.1pp |
| Employer contribution / active EE | $400 | $3,302-87.9% | $2,647-84.9% | $4,779-91.6% |
| Participant deferral / active EE | $1,667 | $4,639-64.1% | $3,835-56.5% | $5,609-70.3% |
| Admin fee / account holder | $484 | $6,249-92.3% | $4,848-90.0% | $10,827-95.5% |