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 | $29,957 | $97,757-69.4% | $83,848-64.3% | $135,375-77.9% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | -15.06% | 1287.37%-1302.4pp | 850.88%-865.9pp | 519.73%-534.8pp |
| Employer contribution / active EE | $1,582 | $4,222-62.5% | $3,631-56.4% | $4,779-66.9% |
| Participant deferral / active EE | $4,165 | $4,682-11.1% | $4,082+2.0% | $5,609-25.8% |
| Admin fee / account holder | $1,067 | $6,674-84.0% | $5,478-80.5% | $10,827-90.1% |