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 | $21,632 | $106,543-79.7% | $91,220-76.3% | $134,475-83.9% |
| Participation rate | 17.6% | 76.8%-59.2pp | 73.2%-55.5pp | 81.2%-63.6pp |
| Annual return | -22.37% | 160.60%-183.0pp | 114.01%-136.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $576 | $3,331-82.7% | $2,850-79.8% | $4,740-87.9% |
| Participant deferral / active EE | $1,385 | $4,719-70.6% | $4,234-67.3% | $6,400-78.4% |
| Admin fee / account holder | $1,926 | $6,231-69.1% | $5,420-64.5% | $11,426-83.1% |