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 | $18,977 | $106,543-82.2% | $91,220-79.2% | $134,475-85.9% |
| Participation rate | 65.0% | 76.8%-11.8pp | 73.2%-8.2pp | 81.2%-16.2pp |
| Annual return | -32.56% | 160.60%-193.2pp | 114.01%-146.6pp | 417.96%-450.5pp |
| Employer contribution / active EE | $839 | $3,331-74.8% | $2,850-70.6% | $4,740-82.3% |
| Participant deferral / active EE | $5,383 | $4,719+14.1% | $4,234+27.2% | $6,400-15.9% |
| Admin fee / account holder | $2,204 | $6,231-64.6% | $5,420-59.3% | $11,426-80.7% |