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 | $28,731 | $57,354-49.9% | $83,848-65.7% | $64,186-55.2% |
| Participation rate | 27.3% | 68.6%-41.3pp | 76.1%-48.9pp | 69.6%-42.3pp |
| Annual return | -10.10% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,369 | $2,545-46.2% | $3,631-62.3% | $2,381-42.5% |
| Participant deferral / active EE | $3,230 | $2,993+7.9% | $4,082-20.9% | $3,470-6.9% |
| Admin fee / account holder | $694 | $4,046-82.9% | $5,478-87.3% | $4,888-85.8% |