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 | $21,265 | $59,805-64.4% | $79,550-73.3% | $68,494-69.0% |
| Participation rate | 38.6% | 61.1%-22.5pp | 69.5%-30.9pp | 67.9%-29.3pp |
| Annual return | -57.36% | -12.30%-45.1pp | 0.16%-57.5pp | -7.84%-49.5pp |
| Employer contribution / active EE | $676 | $1,505-55.1% | $2,413-72.0% | $2,596-74.0% |
| Participant deferral / active EE | $1,989 | $3,024-34.2% | $3,985-50.1% | $4,027-50.6% |
| Admin fee / account holder | $589 | $4,835-87.8% | $6,832-91.4% | $5,403-89.1% |