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 | $18,258 | $47,977-61.9% | $154,107-88.2% | $56,287-67.6% |
| Participation rate | 61.4% | 66.2%-4.8pp | 83.0%-21.7pp | 69.9%-8.5pp |
| Annual return | -15.37% | 3.54%-18.9pp | 735.12%-750.5pp | -9.96%-5.4pp |
| Employer contribution / active EE | $5,052 | $2,169+132.9% | $5,298-4.6% | $2,111+139.3% |
| Participant deferral / active EE | $3,056 | $2,392+27.8% | $5,081-39.8% | $3,350-8.8% |
| Admin fee / account holder | $357 | $438-18.4% | $13,411-97.3% | $521-31.4% |