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 | $16,986 | $54,229-68.7% | $70,092-75.8% | $68,494-75.2% |
| Participation rate | 13.8% | 64.5%-50.6pp | 70.5%-56.6pp | 67.9%-54.0pp |
| Annual return | -19.50% | -13.87%-5.6pp | 190.73%-210.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $592 | $2,018-70.7% | $2,559-76.9% | $2,596-77.2% |
| Participant deferral / active EE | $1,494 | $2,956-49.4% | $3,849-61.2% | $4,027-62.9% |
| Admin fee / account holder | $1,651 | $4,694-64.8% | $6,267-73.6% | $5,403-69.4% |