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 7-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 | $20,099 | $95,862-79.0% | $79,550-74.7% | $134,475-85.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -23.44% | -2.69%-20.8pp | 0.16%-23.6pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,415 | $3,128-54.8% | $2,413-41.4% | $4,740-70.1% |
| Participant deferral / active EE | $2,191 | $4,693-53.3% | $3,985-45.0% | $6,400-65.8% |
| Admin fee / account holder | $337 | $9,126-96.3% | $6,832-95.1% | $11,426-97.1% |