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 | $17,235 | $54,350-68.3% | $82,719-79.2% | $68,494-74.8% |
| Participation rate | 42.4% | 63.9%-21.5pp | 72.6%-30.2pp | 67.9%-25.5pp |
| Annual return | -22.71% | -13.67%-9.0pp | 701.18%-723.9pp | -7.84%-14.9pp |
| Employer contribution / active EE | $390 | $2,218-82.4% | $3,009-87.1% | $2,596-85.0% |
| Participant deferral / active EE | $1,019 | $3,246-68.6% | $4,395-76.8% | $4,027-74.7% |
| Admin fee / account holder | $448 | $4,395-89.8% | $5,329-91.6% | $5,403-91.7% |