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 8-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 | $23,666 | $82,664-71.4% | $125,339-81.1% | $68,494-65.4% |
| Participation rate | 54.5% | 75.0%-20.5pp | 82.4%-27.8pp | 67.9%-13.3pp |
| Annual return | -19.85% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,312 | $3,381-61.2% | $4,814-72.8% | $2,596-49.5% |
| Participant deferral / active EE | $5,052 | $6,110-17.3% | $7,446-32.2% | $4,027+25.4% |
| Admin fee / account holder | $502 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |