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 | $10,654 | $54,350-80.4% | $82,719-87.1% | $68,494-84.4% |
| Participation rate | 42.2% | 63.9%-21.7pp | 72.6%-30.3pp | 67.9%-25.7pp |
| Annual return | -20.64% | -13.67%-7.0pp | 701.18%-721.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $571 | $2,218-74.3% | $3,009-81.0% | $2,596-78.0% |
| Participant deferral / active EE | $2,009 | $3,246-38.1% | $4,395-54.3% | $4,027-50.1% |
| Admin fee / account holder | $554 | $4,395-87.4% | $5,329-89.6% | $5,403-89.8% |