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 6-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 | $25,668 | $82,664-68.9% | $125,339-79.5% | $68,494-62.5% |
| Participation rate | 48.0% | 75.0%-27.0pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | -21.65% | -5.97%-15.7pp | 572.05%-593.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,008 | $3,381-40.6% | $4,814-58.3% | $2,596-22.7% |
| Participant deferral / active EE | $4,956 | $6,110-18.9% | $7,446-33.4% | $4,027+23.1% |
| Admin fee / account holder | $3,552 | $6,275-43.4% | $10,010-64.5% | $5,403-34.2% |