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 | $10,598 | $82,286-87.1% | $68,791-84.6% | $134,475-92.1% |
| Participation rate | 47.8% | 75.1%-27.2pp | 69.0%-21.2pp | 81.2%-33.4pp |
| Annual return | -38.86% | -2.19%-36.7pp | -6.38%-32.5pp | 417.96%-456.8pp |
| Employer contribution / active EE | $1,029 | $3,301-68.8% | $2,655-61.3% | $4,740-78.3% |
| Participant deferral / active EE | $2,781 | $4,739-41.3% | $3,941-29.4% | $6,400-56.5% |
| Admin fee / account holder | $741 | $6,481-88.6% | $4,932-85.0% | $11,426-93.5% |