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 5-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 | $50,036 | $61,774-19.0% | $97,226-48.5% | $80,856-38.1% |
| Participation rate | 25.8% | 63.5%-37.7pp | 72.7%-46.9pp | 67.6%-41.8pp |
| Annual return | 2.44% | -557.90%+560.3pp | 75.13%-72.7pp | 35.59%-33.2pp |
| Employer contribution / active EE | $635 | $1,837-65.5% | $2,729-76.7% | $2,755-77.0% |
| Participant deferral / active EE | $1,230 | $3,029-59.4% | $4,264-71.2% | $4,296-71.4% |
| Admin fee / account holder | $786 | $5,166-84.8% | $5,654-86.1% | $6,918-88.6% |