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 | $19,122 | $82,286-76.8% | $68,791-72.2% | $134,475-85.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -26.25% | -2.19%-24.1pp | -6.38%-19.9pp | 417.96%-444.2pp |
| Employer contribution / active EE | $2,315 | $3,301-29.9% | $2,655-12.8% | $4,740-51.2% |
| Participant deferral / active EE | $3,407 | $4,739-28.1% | $3,941-13.5% | $6,400-46.8% |
| Admin fee / account holder | $778 | $6,481-88.0% | $4,932-84.2% | $11,426-93.2% |