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 | $46,953 | $111,754-58.0% | $103,333-54.6% | $145,922-67.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | -13.57% | 24.77%-38.3pp | 24.88%-38.4pp | 561.29%-574.9pp |
| Employer contribution / active EE | $913 | $4,212-78.3% | $3,868-76.4% | $4,660-80.4% |
| Participant deferral / active EE | $2,052 | $5,619-63.5% | $5,057-59.4% | $6,688-69.3% |
| Admin fee / account holder | $321 | $9,750-96.7% | $8,355-96.2% | $13,397-97.6% |