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 10-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 | $20,281 | $86,699-76.6% | $73,307-72.3% | $125,391-83.8% |
| Participation rate | 57.1% | 78.6%-21.5pp | 74.9%-17.8pp | 83.2%-26.0pp |
| Annual return | -7.03% | 2.78%-9.8pp | 5.67%-12.7pp | 282.22%-289.3pp |
| Employer contribution / active EE | $1,092 | $4,152-73.7% | $3,237-66.3% | $4,866-77.6% |
| Participant deferral / active EE | $4,312 | $5,550-22.3% | $4,991-13.6% | $5,352-19.4% |
| Admin fee / account holder | $359 | $7,771-95.4% | $5,637-93.6% | $9,540-96.2% |